Heartwood Wealth Advisors LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Heartwood Wealth Advisors LLC

  • $894 Million
  • Q3 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 $341,563. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,876
Previous 4,875 0.02%
Holding current value
$341,563
Previous $312,000 5.45%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024
BUY
$60.84 - $67.51 $60 - $67
1 Added 0.02%
4,876 $329,000
Q1 2023

Apr 14, 2023
SELL
$44.61 - $48.99 $708,451 - $778,010
-15,881 Reduced 76.51%
4,875 $234,000
Q4 2022

Jan 12, 2023
BUY
$41.93 - $47.9 $870,299 - $994,212
20,756 New
20,756 $0

Others Institutions Holding SPLG

# of Institutions
1,143
Shares Held
480M
Call Options Held
259K
Put Options Held
171K
View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

SPLG Quotes by TradingView
  • Ticker SPLG
  • Sector ETFs
  • Industry ETFs
More about SPLG
Track This Portfolio

Track Heartwood Wealth Advisors LLC Portfolio

Follow Heartwood Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heartwood Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heartwood Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email