Mascoma Wealth Management LLC Spdr Portfolio Transaction History
Mascoma Wealth Management LLC
- $437 Million
- Q3 2025
A detailed history of Mascoma Wealth Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 1,600 shares of SPYG stock, worth $167,696. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,600
Previous 1,600
-0.0%
Holding current value
$167,696
Previous $152,000
9.87%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding SPYG
# of Institutions
1,389Shares Held
337MCall Options Held
247KPut Options Held
165K-
Lpl Financial LLC Fort Mill, SC39.2MShares$4.11 Billion1.28% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18MShares$1.89 Billion3.6% of portfolio
-
Goldman Sachs Group Inc New York, NY14.2MShares$1.49 Billion0.19% of portfolio
-
Allworth Financial LP11.4MShares$1.19 Billion5.41% of portfolio
-
Envestnet Asset Management Inc11MShares$1.15 Billion0.35% of portfolio