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 $58.6 Million. This represents 19.0% of its overall portfolio holdings.
Number of Shares
787,826
Previous 874,455
9.91%
Holding current value
$58.6 Million
Previous $57.5 Billion
0.41%
% of portfolio
19.0%
Previous 26.94%
Shares
3 transactions
Others Institutions Holding SPLG
# of Institutions
1,447Shares Held
647MCall Options Held
939KPut Options Held
863K-
Betterment LLC New York, NY64.9MShares$4.83 Billion10.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC42MShares$3.12 Billion1.12% of portfolio
-
Bank Of America Corp Charlotte, NC31.5MShares$2.35 Billion0.17% of portfolio
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Jones Financial Companies Lllp31.1MShares$2.31 Billion1.84% of portfolio
-
Creative Planning Overland Park, KS30.8MShares$2.29 Billion1.91% of portfolio