Wells Financial Advisors Inc Spdr Portfolio Transaction History
Wells Financial Advisors Inc
- $148 Million
- Q2 2024
A detailed history of Wells Financial Advisors Inc transactions in Spdr Portfolio stock. As of the latest transaction made, Wells Financial Advisors Inc holds 196,941 shares of SPYG stock, worth $16.8 Million. This represents 10.68% of its overall portfolio holdings.
Number of Shares
196,941
Previous 202,785
2.88%
Holding current value
$16.8 Million
Previous $14.8 Million
6.38%
% of portfolio
10.68%
Previous 10.39%
Shares
15 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