Lifelong Wealth Advisors, Inc. Spdr Portfolio S&P 500 ETF (Ma Transaction History
Lifelong Wealth Advisors, Inc.
- $301 Billion
- Q2 2025
A detailed history of Lifelong Wealth Advisors, Inc. transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Lifelong Wealth Advisors, Inc. holds 787,826 shares of SPLG stock, worth $62.4 Million. This represents 19.0% of its overall portfolio holdings.
Number of Shares
787,826
Previous 874,455
9.91%
Holding current value
$62.4 Million
Previous $57.5 Billion
0.41%
% of portfolio
19.0%
Previous 26.94%
Shares
3 transactions
Others Institutions Holding SPLG
# of Institutions
1,481Shares Held
728MCall Options Held
1.37MPut Options Held
949K-
Betterment LLC New York, NY73.9MShares$5.85 Billion11.44% of portfolio
-
Bank Of America Corp Charlotte, NC59.4MShares$4.7 Billion0.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC44.7MShares$3.54 Billion1.15% of portfolio
-
Jones Financial Companies Lllp44.2MShares$3.5 Billion2.45% of portfolio
-
Uss Investment Management LTD41.6MShares$3.29 Billion19.64% of portfolio