Oak Harvest Investment Services Spdr Portfolio Transaction History
Oak Harvest Investment Services
- $714 Million
- Q4 2024
A detailed history of Oak Harvest Investment Services transactions in Spdr Portfolio stock. As of the latest transaction made, Oak Harvest Investment Services holds 85,477 shares of SPYG stock, worth $7.9 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
85,477
Previous 132,426
35.45%
Holding current value
$7.9 Million
Previous $11 Million
31.59%
% of portfolio
1.05%
Previous 1.58%
Shares
19 transactions
Others Institutions Holding SPYG
# of Institutions
1,112Shares Held
281MCall Options Held
399KPut Options Held
203K-
Lpl Financial LLC Fort Mill, SC31.4MShares$2.9 Billion1.2% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.6MShares$1.9 Billion3.51% of portfolio
-
Allworth Financial LP13.2MShares$1.22 Billion6.78% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.82MShares$722 Million0.17% of portfolio
-
Morgan Stanley New York, NY7.25MShares$670 Million0.04% of portfolio