Worth Financial Advisory Group, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Worth Financial Advisory Group, LLC
- $162 Billion
- Q4 2024
A detailed history of Worth Financial Advisory Group, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 36,312 shares of SPLG stock, worth $2.54 Million. This represents 1.54% of its overall portfolio holdings.
Number of Shares
36,312
Previous 36,891
1.57%
Holding current value
$2.54 Million
Previous $2.49 Billion
0.52%
% of portfolio
1.54%
Previous 1.46%
Shares
9 transactions
Others Institutions Holding SPLG
# of Institutions
1,297Shares Held
551MCall Options Held
408KPut Options Held
745K-
Betterment LLC New York, NY52.9MShares$3.7 Billion8.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.3MShares$2.75 Billion1.14% of portfolio
-
Creative Planning Overland Park, KS30.4MShares$2.13 Billion2.04% of portfolio
-
Jones Financial Companies Lllp15.6MShares$1.09 Billion1.03% of portfolio
-
Invesco Ltd. Atlanta, GA15.5MShares$1.08 Billion0.21% of portfolio