Beta Wealth Group, Inc. Spdr Portfolio S&P 500 ETF (Ma Transaction History
Beta Wealth Group, Inc.
- $206 Million
- Q4 2024
A detailed history of Beta Wealth Group, Inc. transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 160,799 shares of SPLG stock, worth $10.9 Million. This represents 5.38% of its overall portfolio holdings.
Number of Shares
160,799
Previous 159,599
0.75%
Holding current value
$10.9 Million
Previous $10.8 Million
2.89%
% of portfolio
5.38%
Previous 5.31%
Shares
16 transactions
Others Institutions Holding SPLG
# of Institutions
1,299Shares Held
551MCall Options Held
408KPut Options Held
745K-
Betterment LLC New York, NY52.9MShares$3.58 Billion8.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.3MShares$2.66 Billion1.14% of portfolio
-
Creative Planning Overland Park, KS30.4MShares$2.06 Billion2.04% of portfolio
-
Jones Financial Companies Lllp15.6MShares$1.06 Billion1.03% of portfolio
-
Invesco Ltd. Atlanta, GA15.5MShares$1.05 Billion0.21% of portfolio