Legacy Capital Wealth Partners, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Legacy Capital Wealth Partners, LLC
- $439 Million
- Q4 2024
A detailed history of Legacy Capital Wealth Partners, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 23,190 shares of SPLG stock, worth $1.57 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
23,190
Previous 44,653
48.07%
Holding current value
$1.57 Million
Previous $3.01 Million
46.98%
% of portfolio
0.36%
Previous 0.53%
Shares
6 transactions
Others Institutions Holding SPLG
# of Institutions
1,299Shares Held
551MCall Options Held
408KPut Options Held
745K-
Betterment LLC New York, NY52.9MShares$3.58 Billion8.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.3MShares$2.66 Billion1.14% of portfolio
-
Creative Planning Overland Park, KS30.4MShares$2.06 Billion2.04% of portfolio
-
Jones Financial Companies Lllp15.6MShares$1.06 Billion1.03% of portfolio
-
Invesco Ltd. Atlanta, GA15.5MShares$1.05 Billion0.21% of portfolio