Heritage Wealth Partners, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Heritage Wealth Partners, LLC
- $85 Billion
- Q3 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 8,267 shares of SPLG stock, worth $576,457. This represents 0.66% of its overall portfolio holdings.
Number of Shares
8,267
Previous 6,705
23.3%
Holding current value
$576,457
Previous $429 Million
30.06%
% of portfolio
0.66%
Previous 0.62%
Shares
2 transactions
Others Institutions Holding SPLG
# of Institutions
1,149Shares Held
478MCall Options Held
259KPut Options Held
171K-
Betterment LLC New York, NY49.1MShares$3.42 Billion7.97% of portfolio
-
Lpl Financial LLC Fort Mill, SC35.6MShares$2.48 Billion1.1% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$2.06 Billion1.98% of portfolio
-
Invesco Ltd. Atlanta, GA13.2MShares$921 Million0.18% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.5MShares$875 Million50.16% of portfolio