Leo Wealth, LLC Spdr Portfolio Transaction History

Leo Wealth, LLC

$1.09 Trillion
Q3 2024

A detailed history of Leo Wealth, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Leo Wealth, LLC holds 3,505 shares of SPYG stock, worth $319,375. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,505

Holding current value

$319,375

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 21, 2024	BUY	$73.38 - $84.1 $257,196 - $294,770	3,505 New	3,505 $291 Million

Others Institutions Holding SPYG

# of Institutions

1,097

Shares Held

279M

Call Options Held

399K

Put Options Held

203K

Lpl Financial LLC Fort Mill, SC

31.4M
Shares

$2.86 Billion
1.2% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

20.6M
Shares

$1.88 Billion
3.51% of portfolio
Allworth Financial LP

13.2M
Shares

$1.2 Billion
6.78% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.82M
Shares

$712 Million
0.17% of portfolio
Morgan Stanley New York, NY

7.25M
Shares

$661 Million
0.04% of portfolio

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About SPDR PORTFOLIO

Ticker SPYG
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Industry ETFs

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