Mbe Wealth Management, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Mbe Wealth Management, LLC
- $170 Million
- Q4 2024
A detailed history of Mbe Wealth Management, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Mbe Wealth Management, LLC holds 28,780 shares of SPLG stock, worth $2.04 Million. This represents 1.17% of its overall portfolio holdings.
Number of Shares
28,780
Previous 24,911
15.53%
Holding current value
$2.04 Million
Previous $1.68 Million
18.02%
% of portfolio
1.17%
Previous 0.96%
Shares
15 transactions
Others Institutions Holding SPLG
# of Institutions
1,203Shares Held
489MCall Options Held
264KPut Options Held
171K-
Betterment LLC New York, NY49.1MShares$3.48 Billion7.97% of portfolio
-
Lpl Financial LLC Fort Mill, SC35.6MShares$2.52 Billion1.1% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$2.09 Billion1.98% of portfolio
-
Invesco Ltd. Atlanta, GA13.2MShares$936 Million0.18% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.2MShares$866 Million50.12% of portfolio