Fortis Group Advisors, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Fortis Group Advisors, LLC
- $541 Billion
- Q3 2024
A detailed history of Fortis Group Advisors, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 149,515 shares of SPLG stock, worth $10.4 Million. This represents 1.87% of its overall portfolio holdings.
Number of Shares
149,515
Previous 220,118
32.08%
Holding current value
$10.4 Million
Previous $14.1 Billion
28.35%
% of portfolio
1.87%
Previous 2.8%
Shares
5 transactions
Others Institutions Holding SPLG
# of Institutions
1,149Shares Held
478MCall Options Held
259KPut Options Held
171K-
Betterment LLC New York, NY49.1MShares$3.42 Billion7.97% of portfolio
-
Lpl Financial LLC Fort Mill, SC35.6MShares$2.48 Billion1.1% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$2.06 Billion1.98% of portfolio
-
Invesco Ltd. Atlanta, GA13.2MShares$921 Million0.18% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.5MShares$875 Million50.16% of portfolio