Mc Kinley Carter Wealth Services, Inc. Spdr Portfolio Transaction History
Mc Kinley Carter Wealth Services, Inc.
- $1.6 Billion
- Q4 2024
A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 5,668 shares of SPYG stock, worth $521,569. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,668
Previous 5,665
0.05%
Holding current value
$521,569
Previous $469,000
6.18%
% of portfolio
0.03%
Previous 0.03%
Shares
22 transactions
Others Institutions Holding SPYG
# of Institutions
1,113Shares Held
281MCall Options Held
399KPut Options Held
203K-
Lpl Financial LLC Fort Mill, SC31.4MShares$2.89 Billion1.2% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.6MShares$1.9 Billion3.51% of portfolio
-
Allworth Financial LP13.2MShares$1.21 Billion6.78% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.82MShares$720 Million0.17% of portfolio
-
Morgan Stanley New York, NY7.25MShares$668 Million0.04% of portfolio