Fullcircle Wealth LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Fullcircle Wealth LLC
- $223 Billion
- Q3 2024
A detailed history of Fullcircle Wealth LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Fullcircle Wealth LLC holds 45,716 shares of SPLG stock, worth $3.18 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
45,716
Previous 51,237
10.78%
Holding current value
$3.18 Million
Previous $3.26 Billion
4.21%
% of portfolio
1.4%
Previous 1.6%
Shares
2 transactions
Others Institutions Holding SPLG
# of Institutions
1,128Shares Held
444MCall Options Held
169KPut Options Held
155K-
Betterment LLC New York, NY42.7MShares$2.97 Billion7.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.1MShares$2.23 Billion1.05% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$2.05 Billion1.98% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.5MShares$872 Million50.16% of portfolio
-
Envestnet Asset Management Inc11.3MShares$785 Million0.25% of portfolio