Vestia Personal Wealth Advisors Spdr Portfolio S&P 500 ETF (Ma Transaction History
Vestia Personal Wealth Advisors
- $121 Billion
- Q4 2024
A detailed history of Vestia Personal Wealth Advisors transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 5,498 shares of SPLG stock, worth $389,258. This represents 0.31% of its overall portfolio holdings.
Number of Shares
5,498
Previous 113,708
95.16%
Holding current value
$389,258
Previous $360 Million
5.18%
% of portfolio
0.31%
Previous 0.34%
Shares
3 transactions
Others Institutions Holding SPLG
# of Institutions
1,203Shares Held
489MCall Options Held
264KPut Options Held
171K-
Betterment LLC New York, NY49.1MShares$3.48 Billion7.97% of portfolio
-
Lpl Financial LLC Fort Mill, SC35.6MShares$2.52 Billion1.1% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$2.09 Billion1.98% of portfolio
-
Invesco Ltd. Atlanta, GA13.2MShares$936 Million0.18% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.2MShares$866 Million50.12% of portfolio