Investment Planning Advisors, Inc. Spdr Portfolio S&P 500 ETF (Ma Transaction History
Investment Planning Advisors, Inc.
- $200 Million
- Q4 2024
A detailed history of Investment Planning Advisors, Inc. transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 296,223 shares of SPLG stock, worth $21.2 Million. This represents 10.22% of its overall portfolio holdings.
Number of Shares
296,223
Previous 369,935
19.93%
Holding current value
$21.2 Million
Previous $25 Million
18.23%
% of portfolio
10.22%
Previous 13.48%
Shares
2 transactions
Others Institutions Holding SPLG
# of Institutions
1,285Shares Held
550MCall Options Held
451KPut Options Held
361K-
Betterment LLC New York, NY52.9MShares$3.79 Billion8.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.3MShares$2.82 Billion1.14% of portfolio
-
Creative Planning Overland Park, KS30.4MShares$2.18 Billion2.04% of portfolio
-
Jones Financial Companies Lllp15.6MShares$1.12 Billion1.03% of portfolio
-
Invesco Ltd. Atlanta, GA15.5MShares$1.11 Billion0.21% of portfolio