Lwm Advisory Services, LLC Spdr Portfolio Transaction History
Lwm Advisory Services, LLC
- $131 Million
- Q3 2024
A detailed history of Lwm Advisory Services, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 16,187 shares of SPYG stock, worth $1.47 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
16,187
Previous 18,350
11.79%
Holding current value
$1.47 Million
Previous $1.47 Million
8.71%
% of portfolio
1.02%
Previous 1.27%
Shares
12 transactions
Others Institutions Holding SPYG
# of Institutions
1,097Shares Held
279MCall Options Held
399KPut Options Held
203K-
Lpl Financial LLC Fort Mill, SC31.4MShares$2.86 Billion1.2% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.6MShares$1.88 Billion3.51% of portfolio
-
Allworth Financial LP13.2MShares$1.2 Billion6.78% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.82MShares$712 Million0.17% of portfolio
-
Morgan Stanley New York, NY7.25MShares$661 Million0.04% of portfolio