Turtle Creek Wealth Advisors, LLC Spdr Portfolio Transaction History
Turtle Creek Wealth Advisors, LLC
- $499 Billion
- Q3 2024
A detailed history of Turtle Creek Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Turtle Creek Wealth Advisors, LLC holds 18,914 shares of SPYG stock, worth $1.7 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
18,914
Previous 18,914
-0.0%
Holding current value
$1.7 Million
Previous $1.52 Billion
3.51%
% of portfolio
0.31%
Previous 0.35%
Shares
1 transactions
Others Institutions Holding SPYG
# of Institutions
1,097Shares Held
279MCall Options Held
399KPut Options Held
203K-
Lpl Financial LLC Fort Mill, SC31.4MShares$2.82 Billion1.2% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.6MShares$1.85 Billion3.51% of portfolio
-
Allworth Financial LP13.2MShares$1.18 Billion6.78% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.82MShares$701 Million0.17% of portfolio
-
Morgan Stanley New York, NY7.25MShares$650 Million0.04% of portfolio