Heritage Wealth Partners, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Heritage Wealth Partners, LLC
- $69 Billion
- Q2 2024
A detailed history of Heritage Wealth Partners, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 6,705 shares of SPLG stock, worth $437,970. This represents 0.62% of its overall portfolio holdings.
Number of Shares
6,705Holding current value
$437,970% of portfolio
0.62%Shares
1 transactions
Others Institutions Holding SPLG
# of Institutions
1,022Shares Held
389MCall Options Held
243KPut Options Held
286K-
Betterment LLC New York, NY33.6MShares$2.2 Billion5.57% of portfolio
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Lpl Financial LLC Fort Mill, SC29.7MShares$1.94 Billion1.0% of portfolio
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Creative Planning Overland Park, KS27.6MShares$1.8 Billion1.88% of portfolio
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Advance Capital Management, Inc. Southfield, MI13.6MShares$886 Million50.45% of portfolio
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Jpmorgan Chase & CO New York, NY10.3MShares$672 Million0.06% of portfolio