Liberty Wealth Management LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Liberty Wealth Management LLC
- $578 Million
- Q4 2024
A detailed history of Liberty Wealth Management LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Liberty Wealth Management LLC holds 10,907 shares of SPLG stock, worth $762,290. This represents 0.13% of its overall portfolio holdings.
Number of Shares
10,907
Previous 11,526
5.37%
Holding current value
$762,290
Previous $778,000
3.47%
% of portfolio
0.13%
Previous 0.14%
Shares
19 transactions
Others Institutions Holding SPLG
# of Institutions
1,297Shares Held
551MCall Options Held
408KPut Options Held
745K-
Betterment LLC New York, NY52.9MShares$3.7 Billion8.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.3MShares$2.75 Billion1.14% of portfolio
-
Creative Planning Overland Park, KS30.4MShares$2.13 Billion2.04% of portfolio
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Jones Financial Companies Lllp15.6MShares$1.09 Billion1.03% of portfolio
-
Invesco Ltd. Atlanta, GA15.5MShares$1.08 Billion0.21% of portfolio