Lifeworks Advisors, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Lifeworks Advisors, LLC
- $350 Million
- Q1 2024
A detailed history of Lifeworks Advisors, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 53,288 shares of SPLG stock, worth $3.41 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
53,288
Previous 66,681
20.09%
Holding current value
$3.41 Million
Previous $3.73 Million
12.05%
% of portfolio
0.94%
Previous 1.29%
Shares
4 transactions
Others Institutions Holding SPLG
# of Institutions
1,017Shares Held
389MCall Options Held
243KPut Options Held
286K-
Betterment LLC New York, NY33.6MShares$2.15 Billion5.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC29.7MShares$1.9 Billion1.0% of portfolio
-
Creative Planning Overland Park, KS27.6MShares$1.76 Billion1.88% of portfolio
-
Advance Capital Management, Inc. Southfield, MI13.2MShares$843 Million58.41% of portfolio
-
Jpmorgan Chase & CO New York, NY10.3MShares$658 Million0.06% of portfolio