Cassady Schiller Wealth Management, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Cassady Schiller Wealth Management, LLC
- $259 Million
- Q3 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 65 shares of SPLG stock, worth $4,550. This represents 0.0% of its overall portfolio holdings.
Number of Shares
65
Previous 65
-0.0%
Holding current value
$4,550
Previous $4,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SPLG
# of Institutions
1,149Shares Held
478MCall Options Held
259KPut Options Held
171K-
Betterment LLC New York, NY49.1MShares$3.44 Billion7.97% of portfolio
-
Lpl Financial LLC Fort Mill, SC35.6MShares$2.49 Billion1.1% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$2.06 Billion1.98% of portfolio
-
Invesco Ltd. Atlanta, GA13.2MShares$925 Million0.18% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.5MShares$878 Million50.16% of portfolio