Optivise Advisory Services LLC Spdr Portfolio Transaction History
Optivise Advisory Services LLC
- $168 Billion
- Q3 2025
A detailed history of Optivise Advisory Services LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Optivise Advisory Services LLC holds 17,895 shares of SPYG stock, worth $1.88 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
17,895
Previous 17,904
0.05%
Holding current value
$1.88 Million
Previous $1.71 Billion
9.58%
% of portfolio
1.11%
Previous 0.87%
Shares
6 transactions
Others Institutions Holding SPYG
# of Institutions
1,389Shares Held
337MCall Options Held
247KPut Options Held
165K-
Lpl Financial LLC Fort Mill, SC39.2MShares$4.11 Billion1.28% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18MShares$1.89 Billion3.6% of portfolio
-
Goldman Sachs Group Inc New York, NY14.2MShares$1.49 Billion0.19% of portfolio
-
Allworth Financial LP11.4MShares$1.19 Billion5.41% of portfolio
-
Envestnet Asset Management Inc11MShares$1.15 Billion0.35% of portfolio