Investment Planning Advisors, Inc. Spdr Portfolio S&P 500 ETF (Ma Transaction History
Investment Planning Advisors, Inc.
- $185 Million
- Q3 2024
A detailed history of Investment Planning Advisors, Inc. transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 369,935 shares of SPLG stock, worth $26 Million. This represents 13.48% of its overall portfolio holdings.
Number of Shares
369,935
Previous 369,935
-0.0%
Holding current value
$26 Million
Previous $23.7 Billion
99.89%
% of portfolio
13.48%
Previous 12.08%
Shares
1 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