Simplicity Wealth,Llc Spdr Portfolio Transaction History
Simplicity Wealth,Llc
- $461 Million
- Q4 2024
A detailed history of Simplicity Wealth,Llc transactions in Spdr Portfolio stock. As of the latest transaction made, Simplicity Wealth,Llc holds 22,128 shares of SPYG stock, worth $1.98 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
22,128
Previous 22,614
2.15%
Holding current value
$1.98 Million
Previous $1.88 Million
3.73%
% of portfolio
0.42%
Previous 0.18%
Shares
13 transactions
Others Institutions Holding SPYG
# of Institutions
1,215Shares Held
323MCall Options Held
1.22MPut Options Held
95.9K-
Lpl Financial LLC Fort Mill, SC34MShares$3.05 Billion1.26% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.1MShares$1.8 Billion3.73% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.51 Billion0.49% of portfolio
-
Allworth Financial LP12.2MShares$1.1 Billion6.21% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.15MShares$730 Million0.19% of portfolio