Investments & Financial Planning, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Investments & Financial Planning, LLC
- $158 Million
- Q3 2024
A detailed history of Investments & Financial Planning, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Investments & Financial Planning, LLC holds 12,678 shares of SPLG stock, worth $888,093. This represents 0.54% of its overall portfolio holdings.
Number of Shares
12,678
Previous 13,820
8.26%
Holding current value
$888,093
Previous $884,000
3.28%
% of portfolio
0.54%
Previous 0.59%
Shares
11 transactions
Others Institutions Holding SPLG
# of Institutions
1,143Shares Held
480MCall Options Held
259KPut Options Held
171K-
Betterment LLC New York, NY49.1MShares$3.44 Billion7.97% of portfolio
-
Lpl Financial LLC Fort Mill, SC35.6MShares$2.5 Billion1.1% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$2.07 Billion1.98% of portfolio
-
Invesco Ltd. Atlanta, GA13.2MShares$926 Million0.18% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.5MShares$879 Million50.16% of portfolio