Napa Wealth Management Spdr Portfolio S&P 500 ETF (Ma Transaction History
Napa Wealth Management
- $211 Billion
- Q3 2024
A detailed history of Napa Wealth Management transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Napa Wealth Management holds 40,820 shares of SPLG stock, worth $2.86 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
40,820
Previous 40,395
1.05%
Holding current value
$2.86 Million
Previous $2.59 Billion
6.59%
% of portfolio
1.3%
Previous 1.75%
Shares
4 transactions
Others Institutions Holding SPLG
# of Institutions
1,143Shares Held
480MCall Options Held
259KPut Options Held
171K-
Betterment LLC New York, NY49.1MShares$3.44 Billion7.97% of portfolio
-
Lpl Financial LLC Fort Mill, SC35.6MShares$2.5 Billion1.1% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$2.07 Billion1.98% of portfolio
-
Invesco Ltd. Atlanta, GA13.2MShares$926 Million0.18% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.5MShares$879 Million50.16% of portfolio