Steel Peak Wealth Management LLC Spdr Portfolio Transaction History
Steel Peak Wealth Management LLC
- $2.41 Billion
- Q4 2024
A detailed history of Steel Peak Wealth Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 5,825 shares of SPYG stock, worth $537,822. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,825
Previous 5,563
4.71%
Holding current value
$537,822
Previous $461,000
11.06%
% of portfolio
0.02%
Previous 0.02%
Shares
11 transactions
Others Institutions Holding SPYG
# of Institutions
1,206Shares Held
320MCall Options Held
971KPut Options Held
96.3K-
Lpl Financial LLC Fort Mill, SC34MShares$3.14 Billion1.26% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.1MShares$1.86 Billion3.73% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.55 Billion0.49% of portfolio
-
Allworth Financial LP12.2MShares$1.13 Billion6.21% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.15MShares$752 Million0.19% of portfolio