Holistic Planning, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Holistic Planning, LLC
- $349 Billion
- Q2 2025
A detailed history of Holistic Planning, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Holistic Planning, LLC holds 6,046 shares of SPLG stock, worth $464,574. This represents 0.13% of its overall portfolio holdings.
Number of Shares
6,046Holding current value
$464,574% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding SPLG
# of Institutions
1,483Shares Held
728MCall Options Held
1.37MPut Options Held
949K-
Betterment LLC New York, NY73.9MShares$5.68 Billion11.44% of portfolio
-
Bank Of America Corp Charlotte, NC59.4MShares$4.56 Billion0.32% of portfolio
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Lpl Financial LLC Fort Mill, SC44.7MShares$3.44 Billion1.15% of portfolio
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Jones Financial Companies Lllp44.2MShares$3.4 Billion2.45% of portfolio
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Uss Investment Management LTD41.6MShares$3.19 Billion19.64% of portfolio