Colonial River Wealth Management, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Colonial River Wealth Management, LLC
- $177 Million
- Q1 2024
A detailed history of Colonial River Wealth Management, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 5,022 shares of SPLG stock, worth $328,037. This represents 0.17% of its overall portfolio holdings.
Number of Shares
5,022
Previous 7,358
31.75%
Holding current value
$328,037
Previous $411,000
24.82%
% of portfolio
0.17%
Previous 0.24%
Shares
9 transactions
Others Institutions Holding SPLG
# of Institutions
1,022Shares Held
389MCall Options Held
243KPut Options Held
286K-
Betterment LLC New York, NY33.6MShares$2.2 Billion5.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC29.7MShares$1.94 Billion1.0% of portfolio
-
Creative Planning Overland Park, KS27.6MShares$1.8 Billion1.88% of portfolio
-
Advance Capital Management, Inc. Southfield, MI13.6MShares$886 Million50.45% of portfolio
-
Jpmorgan Chase & CO New York, NY10.3MShares$672 Million0.06% of portfolio