Goal Vest Advisory LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Goal Vest Advisory LLC
- $309 Million
- Q2 2024
A detailed history of Goal Vest Advisory LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Goal Vest Advisory LLC holds 21,127 shares of SPLG stock, worth $1.42 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
21,127
Previous 21,318
0.9%
Holding current value
$1.42 Million
Previous $1.31 Million
3.13%
% of portfolio
0.44%
Previous 0.44%
Shares
12 transactions
Others Institutions Holding SPLG
# of Institutions
1,093Shares Held
435MCall Options Held
169KPut Options Held
165K-
Betterment LLC New York, NY42.7MShares$2.87 Billion7.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.1MShares$2.16 Billion1.05% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$1.92 Billion1.95% of portfolio
-
Advance Capital Management, Inc. Southfield, MI13.6MShares$912 Million50.45% of portfolio
-
Jpmorgan Chase & CO New York, NY11.3MShares$757 Million0.06% of portfolio