Mission Wealth Management, LP Spdr Portfolio Transaction History
Mission Wealth Management, LP
- $4.1 Billion
- Q3 2024
A detailed history of Mission Wealth Management, LP transactions in Spdr Portfolio stock. As of the latest transaction made, Mission Wealth Management, LP holds 23,364 shares of SPYG stock, worth $2.13 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
23,364
Previous 22,951
1.8%
Holding current value
$2.13 Million
Previous $1.84 Million
5.33%
% of portfolio
0.05%
Previous 0.05%
Shares
6 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