Accurate Wealth Management, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Accurate Wealth Management, LLC
- $426 Million
- Q2 2024
A detailed history of Accurate Wealth Management, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 11,690 shares of SPLG stock, worth $755,641. This represents 0.18% of its overall portfolio holdings.
Number of Shares
11,690
Previous 13,714
14.76%
Holding current value
$755,641
Previous $843,000
11.27%
% of portfolio
0.18%
Previous 0.24%
Shares
12 transactions
Others Institutions Holding SPLG
# of Institutions
1,093Shares Held
435MCall Options Held
169KPut Options Held
165K-
Betterment LLC New York, NY42.7MShares$2.76 Billion7.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.1MShares$2.08 Billion1.05% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$1.85 Billion1.95% of portfolio
-
Advance Capital Management, Inc. Southfield, MI13.6MShares$877 Million50.45% of portfolio
-
Jpmorgan Chase & CO New York, NY11.3MShares$728 Million0.06% of portfolio