Heartwood Wealth Advisors LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Heartwood Wealth Advisors LLC
- $879 Million
- Q4 2024
A detailed history of Heartwood Wealth Advisors LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 4,876 shares of SPLG stock, worth $325,229. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,876
Previous 4,876
-0.0%
Holding current value
$325,229
Previous $329,000
2.13%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding SPLG
# of Institutions
1,302Shares Held
553MCall Options Held
408KPut Options Held
745K-
Betterment LLC New York, NY52.9MShares$3.53 Billion8.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.3MShares$2.62 Billion1.14% of portfolio
-
Creative Planning Overland Park, KS30.4MShares$2.03 Billion2.04% of portfolio
-
Jones Financial Companies Lllp15.6MShares$1.04 Billion1.03% of portfolio
-
Invesco Ltd. Atlanta, GA15.5MShares$1.03 Billion0.21% of portfolio