Measured Wealth Private Client Group, LLC Spdr Portfolio Transaction History
Measured Wealth Private Client Group, LLC
- $307 Million
- Q4 2024
A detailed history of Measured Wealth Private Client Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Measured Wealth Private Client Group, LLC holds 82,019 shares of SPYG stock, worth $6.78 Million. This represents 2.35% of its overall portfolio holdings.
Number of Shares
82,019
Previous 116,582
29.65%
Holding current value
$6.78 Million
Previous $9.67 Million
25.44%
% of portfolio
2.35%
Previous 3.26%
Shares
25 transactions
Others Institutions Holding SPYG
# of Institutions
1,227Shares Held
323MCall Options Held
1.22MPut Options Held
95.9K-
Lpl Financial LLC Fort Mill, SC34MShares$2.81 Billion1.26% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.1MShares$1.66 Billion3.73% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.39 Billion0.49% of portfolio
-
Allworth Financial LP12.2MShares$1.01 Billion6.21% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.15MShares$674 Million0.19% of portfolio