Heritage Family Offices, LLP Spdr Portfolio S&P 500 ETF (Ma Transaction History
Heritage Family Offices, LLP
- $200 Billion
- Q4 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 35,982 shares of SPLG stock, worth $2.58 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
35,982
Previous 33,567
7.19%
Holding current value
$2.58 Million
Previous $2.27 Billion
9.46%
% of portfolio
1.24%
Previous 1.17%
Shares
3 transactions
Others Institutions Holding SPLG
# of Institutions
1,289Shares Held
550MCall Options Held
408KPut Options Held
745K-
Betterment LLC New York, NY52.9MShares$3.79 Billion8.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.3MShares$2.82 Billion1.14% of portfolio
-
Creative Planning Overland Park, KS30.4MShares$2.18 Billion2.04% of portfolio
-
Jones Financial Companies Lllp15.6MShares$1.12 Billion1.03% of portfolio
-
Invesco Ltd. Atlanta, GA15.5MShares$1.11 Billion0.21% of portfolio