Simplicity Wealth,Llc Spdr Portfolio Transaction History
Simplicity Wealth,Llc
- $1.2 Billion
- Q1 2025
A detailed history of Simplicity Wealth,Llc transactions in Spdr Portfolio stock. As of the latest transaction made, Simplicity Wealth,Llc holds 18,832 shares of SPYG stock, worth $1.44 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
18,832
Previous 22,128
14.9%
Holding current value
$1.44 Million
Previous $1.95 Million
22.47%
% of portfolio
0.13%
Previous 0.42%
Shares
14 transactions
Others Institutions Holding SPYG
# of Institutions
1,219Shares Held
323MCall Options Held
1.22MPut Options Held
95.9K-
Lpl Financial LLC Fort Mill, SC34MShares$2.61 Billion1.26% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.1MShares$1.54 Billion3.73% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.29 Billion0.49% of portfolio
-
Allworth Financial LP12.2MShares$938 Million6.21% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.15MShares$624 Million0.19% of portfolio