Cogent Blue Wealth Advisors, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Cogent Blue Wealth Advisors, LLC
- $114 Billion
- Q4 2024
A detailed history of Cogent Blue Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Cogent Blue Wealth Advisors, LLC holds 3,001 shares of SPLG stock, worth $212,470. This represents 0.18% of its overall portfolio holdings.
Number of Shares
3,001Holding current value
$212,470% of portfolio
0.18%Shares
1 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
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Creative Planning Overland Park, KS29.5MShares$2.09 Billion1.98% of portfolio
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Invesco Ltd. Atlanta, GA13.2MShares$936 Million0.18% of portfolio
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Advance Capital Management, Inc. Southfield, MI12.2MShares$866 Million50.12% of portfolio