Concord Wealth Partners Spdr Portfolio S&P 500 ETF (Ma Transaction History
Concord Wealth Partners
- $591 Million
- Q3 2024
A detailed history of Concord Wealth Partners transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Concord Wealth Partners holds 17,773 shares of SPLG stock, worth $1.24 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
17,773
Previous 16,585
7.16%
Holding current value
$1.24 Million
Previous $1.06 Million
13.01%
% of portfolio
0.2%
Previous 0.19%
Shares
10 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