Obsidian Personal Planning Solutions LLC Spdr Portfolio Transaction History
Obsidian Personal Planning Solutions LLC
- $159 Million
- Q2 2024
A detailed history of Obsidian Personal Planning Solutions LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Obsidian Personal Planning Solutions LLC holds 85,559 shares of SPYG stock, worth $7.29 Million. This represents 4.3% of its overall portfolio holdings.
Number of Shares
85,559
Previous 80,283
6.57%
Holding current value
$7.29 Million
Previous $5.87 Million
16.74%
% of portfolio
4.3%
Previous 3.84%
Shares
9 transactions
Others Institutions Holding SPYG
# of Institutions
1,083Shares Held
290MCall Options Held
461KPut Options Held
35.8K-
Lpl Financial LLC Fort Mill, SC30MShares$2.56 Billion1.23% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA21MShares$1.79 Billion3.76% of portfolio
-
Allworth Financial LP13.2MShares$1.12 Billion6.78% of portfolio
-
Envestnet Asset Management Inc12.1MShares$1.03 Billion0.34% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.5MShares$639 Million0.17% of portfolio