Vertex Planning Partners, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Vertex Planning Partners, LLC
- $418 Billion
- Q3 2024
A detailed history of Vertex Planning Partners, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 481,778 shares of SPLG stock, worth $33.9 Million. This represents 7.78% of its overall portfolio holdings.
Number of Shares
481,778
Previous 499,187
3.49%
Holding current value
$33.9 Million
Previous $31.9 Billion
1.81%
% of portfolio
7.78%
Previous 8.29%
Shares
8 transactions
Others Institutions Holding SPLG
# of Institutions
1,128Shares Held
444MCall Options Held
169KPut Options Held
155K-
Betterment LLC New York, NY42.7MShares$3.01 Billion7.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC35.6MShares$2.51 Billion1.1% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$2.07 Billion1.98% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.5MShares$883 Million50.16% of portfolio
-
Envestnet Asset Management Inc11.3MShares$794 Million0.25% of portfolio