Avidian Wealth Solutions, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Avidian Wealth Solutions, LLC
- $2.13 Billion
- Q3 2024
A detailed history of Avidian Wealth Solutions, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 831,640 shares of SPLG stock, worth $58.8 Million. This represents 2.63% of its overall portfolio holdings.
Number of Shares
831,640
Previous 939,765
11.51%
Holding current value
$58.8 Million
Previous $60.1 Million
6.65%
% of portfolio
2.63%
Previous 2.58%
Shares
12 transactions
Others Institutions Holding SPLG
# of Institutions
1,145Shares Held
479MCall Options Held
259KPut Options Held
171K-
Betterment LLC New York, NY49.1MShares$3.47 Billion7.97% of portfolio
-
Lpl Financial LLC Fort Mill, SC35.6MShares$2.52 Billion1.1% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$2.08 Billion1.98% of portfolio
-
Invesco Ltd. Atlanta, GA13.2MShares$934 Million0.18% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.5MShares$887 Million50.16% of portfolio