Insight Wealth Strategies, LLC Spdr Portfolio Transaction History
Insight Wealth Strategies, LLC
- $740 Million
- Q4 2024
A detailed history of Insight Wealth Strategies, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 3,581 shares of SPYG stock, worth $321,717. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,581
Previous 3,575
0.17%
Holding current value
$321,717
Previous $296,000
6.08%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding SPYG
# of Institutions
1,125Shares Held
283MCall Options Held
399KPut Options Held
207K-
Lpl Financial LLC Fort Mill, SC31.4MShares$2.82 Billion1.2% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.6MShares$1.85 Billion3.51% of portfolio
-
Allworth Financial LP13.2MShares$1.18 Billion6.78% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.82MShares$702 Million0.17% of portfolio
-
Morgan Stanley New York, NY7.25MShares$652 Million0.04% of portfolio