Marion Wealth Management Spdr Portfolio Transaction History
Marion Wealth Management
- $375 Million
- Q4 2024
A detailed history of Marion Wealth Management transactions in Spdr Portfolio stock. As of the latest transaction made, Marion Wealth Management holds 88,596 shares of SPYG stock, worth $7.09 Million. This represents 2.08% of its overall portfolio holdings.
Number of Shares
88,596
Previous 88,851
0.29%
Holding current value
$7.09 Million
Previous $7.37 Million
5.67%
% of portfolio
2.08%
Previous 1.98%
Shares
13 transactions
Others Institutions Holding SPYG
# of Institutions
1,223Shares Held
323MCall Options Held
1.22MPut Options Held
95.9K-
Lpl Financial LLC Fort Mill, SC34MShares$2.72 Billion1.26% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.1MShares$1.61 Billion3.73% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.35 Billion0.49% of portfolio
-
Allworth Financial LP12.2MShares$980 Million6.21% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.15MShares$652 Million0.19% of portfolio