Rooted Wealth Advisors, Inc. Spdr Portfolio S&P 500 ETF (Ma Transaction History
Rooted Wealth Advisors, Inc.
- $224 Million
- Q3 2024
A detailed history of Rooted Wealth Advisors, Inc. transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 26,751 shares of SPLG stock, worth $1.87 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
26,751
Previous 27,304
2.03%
Holding current value
$1.87 Million
Previous $1.77 Million
0.68%
% of portfolio
0.8%
Previous 0.78%
Shares
8 transactions
Others Institutions Holding SPLG
# of Institutions
1,149Shares Held
478MCall Options Held
259KPut Options Held
171K-
Betterment LLC New York, NY49.1MShares$3.42 Billion7.97% of portfolio
-
Lpl Financial LLC Fort Mill, SC35.6MShares$2.48 Billion1.1% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$2.06 Billion1.98% of portfolio
-
Invesco Ltd. Atlanta, GA13.2MShares$921 Million0.18% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.5MShares$875 Million50.16% of portfolio