Modern Wealth Management, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Modern Wealth Management, LLC
- $3.08 Trillion
- Q1 2025
A detailed history of Modern Wealth Management, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Modern Wealth Management, LLC holds 32,683 shares of SPLG stock, worth $2.27 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
32,683
Previous 4,771
585.03%
Holding current value
$2.27 Million
Previous $339 Million
533.14%
% of portfolio
0.07%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SPLG
# of Institutions
1,387Shares Held
644MCall Options Held
939KPut Options Held
863K-
Betterment LLC New York, NY64.9MShares$4.51 Billion10.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC42MShares$2.91 Billion1.12% of portfolio
-
Bank Of America Corp Charlotte, NC31.5MShares$2.19 Billion0.17% of portfolio
-
Jones Financial Companies Lllp31.1MShares$2.16 Billion1.84% of portfolio
-
Creative Planning Overland Park, KS30.8MShares$2.14 Billion1.91% of portfolio