Mbm Wealth Consultants, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Mbm Wealth Consultants, LLC
- $307 Million
- Q3 2024
A detailed history of Mbm Wealth Consultants, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Mbm Wealth Consultants, LLC holds 42,216 shares of SPLG stock, worth $2.96 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
42,216
Previous 42,209
0.02%
Holding current value
$2.96 Million
Previous $2.7 Million
5.52%
% of portfolio
0.93%
Previous 0.93%
Shares
10 transactions
Others Institutions Holding SPLG
# of Institutions
1,143Shares Held
480MCall Options Held
259KPut Options Held
171K-
Betterment LLC New York, NY49.1MShares$3.44 Billion7.97% of portfolio
-
Lpl Financial LLC Fort Mill, SC35.6MShares$2.5 Billion1.1% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$2.07 Billion1.98% of portfolio
-
Invesco Ltd. Atlanta, GA13.2MShares$926 Million0.18% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.5MShares$879 Million50.16% of portfolio