Rmr Wealth Builders Spdr Portfolio Transaction History
Rmr Wealth Builders
- $939 Million
- Q3 2024
A detailed history of Rmr Wealth Builders transactions in Spdr Portfolio stock. As of the latest transaction made, Rmr Wealth Builders holds 4,947 shares of SPYG stock, worth $450,770. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,947
Previous 5,820
15.0%
Holding current value
$450,770
Previous $466,000
12.02%
% of portfolio
0.04%
Previous 0.05%
Shares
3 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