Advocacy Wealth Management Services, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Advocacy Wealth Management Services, LLC
- $1.17 Billion
- Q3 2024
A detailed history of Advocacy Wealth Management Services, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Advocacy Wealth Management Services, LLC holds 4,757,615 shares of SPLG stock, worth $334 Million. This represents 27.5% of its overall portfolio holdings.
Number of Shares
4,757,615
Previous 5,053,527
5.86%
Holding current value
$334 Million
Previous $323 Million
0.69%
% of portfolio
27.5%
Previous 29.04%
Shares
4 transactions
Others Institutions Holding SPLG
# of Institutions
1,163Shares Held
479MCall Options Held
259KPut Options Held
171K-
Betterment LLC New York, NY49.1MShares$3.45 Billion7.97% of portfolio
-
Lpl Financial LLC Fort Mill, SC35.6MShares$2.5 Billion1.1% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$2.07 Billion1.98% of portfolio
-
Invesco Ltd. Atlanta, GA13.2MShares$929 Million0.18% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.2MShares$859 Million50.12% of portfolio