Wealth Plan Investment Management, LLC Spdr Portfolio Transaction History
Wealth Plan Investment Management, LLC
- $614 Million
- Q2 2024
A detailed history of Wealth Plan Investment Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 43,611 shares of SPYG stock, worth $3.72 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
43,611
Previous 42,072
3.66%
Holding current value
$3.72 Million
Previous $3.08 Million
13.55%
% of portfolio
0.57%
Previous 0.52%
Shares
11 transactions
Others Institutions Holding SPYG
# of Institutions
1,083Shares Held
290MCall Options Held
461KPut Options Held
35.8K-
Lpl Financial LLC Fort Mill, SC30MShares$2.56 Billion1.23% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA21MShares$1.79 Billion3.76% of portfolio
-
Allworth Financial LP13.2MShares$1.12 Billion6.78% of portfolio
-
Envestnet Asset Management Inc12.1MShares$1.03 Billion0.34% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.5MShares$639 Million0.17% of portfolio