Annex Advisory Services, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Annex Advisory Services, LLC
- $2.73 Billion
- Q2 2024
A detailed history of Annex Advisory Services, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Annex Advisory Services, LLC holds 41,803 shares of SPLG stock, worth $2.78 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
41,803
Previous 42,639
1.96%
Holding current value
$2.78 Million
Previous $2.62 Million
1.98%
% of portfolio
0.1%
Previous 0.1%
Shares
27 transactions
Others Institutions Holding SPLG
# of Institutions
1,093Shares Held
435MCall Options Held
169KPut Options Held
165K-
Betterment LLC New York, NY42.7MShares$2.84 Billion7.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.1MShares$2.13 Billion1.05% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$1.9 Billion1.95% of portfolio
-
Advance Capital Management, Inc. Southfield, MI13.6MShares$901 Million50.45% of portfolio
-
Jpmorgan Chase & CO New York, NY11.3MShares$748 Million0.06% of portfolio