Axxcess Wealth Management, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Axxcess Wealth Management, LLC
- $3.9 Billion
- Q3 2024
A detailed history of Axxcess Wealth Management, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 27,807 shares of SPLG stock, worth $1.96 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
27,807
Previous 37,184
25.22%
Holding current value
$1.96 Million
Previous $2.38 Million
21.1%
% of portfolio
0.05%
Previous 0.07%
Shares
12 transactions
Others Institutions Holding SPLG
# of Institutions
1,135Shares Held
447MCall Options Held
169KPut Options Held
165K-
Betterment LLC New York, NY42.7MShares$3.01 Billion7.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC35.6MShares$2.51 Billion1.1% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$2.07 Billion1.98% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.5MShares$883 Million50.16% of portfolio
-
Envestnet Asset Management Inc11.3MShares$794 Million0.25% of portfolio