Family Wealth Group, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Family Wealth Group, LLC
- $92.9 Million
- Q3 2024
A detailed history of Family Wealth Group, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Family Wealth Group, LLC holds 37,717 shares of SPLG stock, worth $2.64 Million. This represents 2.74% of its overall portfolio holdings.
Number of Shares
37,717
Previous 44,374
15.0%
Holding current value
$2.64 Million
Previous $2.84 Million
10.32%
% of portfolio
2.74%
Previous 3.07%
Shares
4 transactions
Others Institutions Holding SPLG
# of Institutions
1,143Shares Held
480MCall 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$2.5 Billion1.1% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$2.07 Billion1.98% of portfolio
-
Invesco Ltd. Atlanta, GA13.2MShares$926 Million0.18% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.5MShares$879 Million50.16% of portfolio