Heritage Family Offices, LLP Spdr Portfolio S&P 500 ETF (Ma Transaction History
Heritage Family Offices, LLP
- $194 Billion
- Q3 2024
A detailed history of Heritage Family Offices, LLP transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Heritage Family Offices, LLP holds 33,567 shares of SPLG stock, worth $2.36 Million. This represents 1.17% of its overall portfolio holdings.
Number of Shares
33,567
Previous 35,410
5.2%
Holding current value
$2.36 Million
Previous $2.27 Billion
0.01%
% of portfolio
1.17%
Previous 1.26%
Shares
2 transactions
Others Institutions Holding SPLG
# of Institutions
1,135Shares Held
447MCall Options Held
169KPut Options Held
165K-
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