Integrated Wealth Concepts LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Integrated Wealth Concepts LLC
- $7.02 Billion
- Q2 2024
A detailed history of Integrated Wealth Concepts LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 1,907,796 shares of SPLG stock, worth $133 Million. This represents 1.74% of its overall portfolio holdings.
Number of Shares
1,907,796
Previous 1,729,149
10.33%
Holding current value
$133 Million
Previous $106 Million
14.76%
% of portfolio
1.74%
Previous 1.59%
Shares
22 transactions
Others Institutions Holding SPLG
# of Institutions
1,128Shares Held
444MCall Options Held
169KPut Options Held
155K-
Betterment LLC New York, NY42.7MShares$2.97 Billion7.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.1MShares$2.23 Billion1.05% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$2.05 Billion1.98% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.5MShares$872 Million50.16% of portfolio
-
Envestnet Asset Management Inc11.3MShares$785 Million0.25% of portfolio