Rockline Wealth Management, LLC Spdr Portfolio Transaction History
Rockline Wealth Management, LLC
- $374 Billion
- Q4 2024
A detailed history of Rockline Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Rockline Wealth Management, LLC holds 4,984 shares of SPYG stock, worth $440,137. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,984
Previous 4,477
11.32%
Holding current value
$440,137
Previous $371 Million
17.98%
% of portfolio
0.12%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding SPYG
# of Institutions
1,216Shares Held
323MCall Options Held
1.22MPut Options Held
95.9K-
Lpl Financial LLC Fort Mill, SC34MShares$3 Billion1.26% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.1MShares$1.78 Billion3.73% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.49 Billion0.49% of portfolio
-
Allworth Financial LP12.2MShares$1.08 Billion6.21% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.15MShares$720 Million0.19% of portfolio