Bernardo Wealth Planning LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Bernardo Wealth Planning LLC

  • $412 Million
  • Q3 2024

A detailed history of Bernardo Wealth Planning LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 4,071 shares of SPLG stock, worth $288,918. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,071
Previous 4,058 0.32%
Holding current value
$288,918
Previous $259,000 7.72%
% of portfolio
0.07%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
BUY
$60.84 - $67.51 $790 - $877
13 Added 0.32%
4,071 $279,000
Q2 2024

Jul 10, 2024
BUY
$58.24 - $64.51 $28,945 - $32,061
497 Added 13.96%
4,058 $259,000
Q1 2024

May 07, 2024
BUY
$54.97 - $61.53 $195,748 - $219,108
3,561 New
3,561 $219,000

Others Institutions Holding SPLG

# of Institutions
1,149
Shares Held
478M
Call Options Held
259K
Put Options Held
171K
View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

SPLG Quotes by TradingView
  • Ticker SPLG
  • Sector ETFs
  • Industry ETFs
More about SPLG
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