Defined Wealth Management, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Defined Wealth Management, LLC
- $135 Million
- Q1 2024
A detailed history of Defined Wealth Management, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Defined Wealth Management, LLC holds 5,319 shares of SPLG stock, worth $347,064. This represents 0.24% of its overall portfolio holdings.
Number of Shares
5,319Holding current value
$347,064% of portfolio
0.24%Shares
1 transactions
Others Institutions Holding SPLG
# of Institutions
1,021Shares Held
389MCall Options Held
243KPut Options Held
286K-
Betterment LLC New York, NY33.6MShares$2.19 Billion5.57% of portfolio
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Lpl Financial LLC Fort Mill, SC29.7MShares$1.94 Billion1.0% of portfolio
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Creative Planning Overland Park, KS27.6MShares$1.8 Billion1.88% of portfolio
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Advance Capital Management, Inc. Southfield, MI13.2MShares$859 Million58.41% of portfolio
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Jpmorgan Chase & CO New York, NY10.3MShares$671 Million0.06% of portfolio