Cassady Schiller Wealth Management, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Cassady Schiller Wealth Management, LLC
- $268 Million
- Q4 2024
A detailed history of Cassady Schiller Wealth Management, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 3,242 shares of SPLG stock, worth $212,091. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,242
Previous 65
4887.69%
Holding current value
$212,091
Previous $4,000
5475.0%
% of portfolio
0.08%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SPLG
# of Institutions
1,299Shares Held
551MCall Options Held
408KPut Options Held
745K-
Betterment LLC New York, NY52.9MShares$3.46 Billion8.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.3MShares$2.57 Billion1.14% of portfolio
-
Creative Planning Overland Park, KS30.4MShares$1.99 Billion2.04% of portfolio
-
Jones Financial Companies Lllp15.6MShares$1.02 Billion1.03% of portfolio
-
Invesco Ltd. Atlanta, GA15.5MShares$1.01 Billion0.21% of portfolio