Key Client Fiduciary Advisors, LLC Spdr Portfolio Transaction History
Key Client Fiduciary Advisors, LLC
- $203 Million
- Q4 2024
A detailed history of Key Client Fiduciary Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 3,381 shares of SPYG stock, worth $302,903. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,381
Previous 3,268
3.46%
Holding current value
$302,903
Previous $271,000
9.59%
% of portfolio
0.15%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding SPYG
# of Institutions
1,215Shares Held
323MCall Options Held
1.22MPut Options Held
95.9K-
Lpl Financial LLC Fort Mill, SC34MShares$3.05 Billion1.26% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.1MShares$1.8 Billion3.73% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.51 Billion0.49% of portfolio
-
Allworth Financial LP12.2MShares$1.1 Billion6.21% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.15MShares$730 Million0.19% of portfolio