Partnership Wealth Management, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Partnership Wealth Management, LLC
- $142 Billion
- Q3 2024
A detailed history of Partnership Wealth Management, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Partnership Wealth Management, LLC holds 5,500 shares of SPLG stock, worth $382,305. This represents 0.26% of its overall portfolio holdings.
Number of Shares
5,500
Previous 2,500
120.0%
Holding current value
$382,305
Previous $160 Million
132.07%
% of portfolio
0.26%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding SPLG
# of Institutions
1,126Shares Held
444MCall Options Held
169KPut Options Held
155K-
Betterment LLC New York, NY42.7MShares$2.97 Billion7.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.1MShares$2.23 Billion1.05% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$2.05 Billion1.98% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.5MShares$872 Million50.16% of portfolio
-
Envestnet Asset Management Inc11.3MShares$785 Million0.25% of portfolio