Blue Bell Private Wealth Management, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Blue Bell Private Wealth Management, LLC
- $499 Million
- Q3 2024
A detailed history of Blue Bell Private Wealth Management, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 70,723 shares of SPLG stock, worth $4.93 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
70,723
Previous 69,157
2.26%
Holding current value
$4.93 Million
Previous $4.43 Million
7.86%
% of portfolio
0.96%
Previous 0.96%
Shares
9 transactions
Others Institutions Holding SPLG
# of Institutions
1,149Shares Held
478MCall Options Held
259KPut Options Held
171K-
Betterment LLC New York, NY49.1MShares$3.42 Billion7.97% of portfolio
-
Lpl Financial LLC Fort Mill, SC35.6MShares$2.48 Billion1.1% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$2.06 Billion1.98% of portfolio
-
Invesco Ltd. Atlanta, GA13.2MShares$921 Million0.18% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.5MShares$875 Million50.16% of portfolio