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
1,178Shares Held
483MCall Options Held
264KPut Options Held
171K-
Betterment LLC New York, NY49.1MShares$3.51 Billion7.97% of portfolio
-
Lpl Financial LLC Fort Mill, SC35.6MShares$2.55 Billion1.1% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$2.11 Billion1.98% of portfolio
-
Invesco Ltd. Atlanta, GA13.2MShares$945 Million0.18% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.2MShares$874 Million50.12% of portfolio