Montz Harcus Wealth Management LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Montz Harcus Wealth Management LLC
- $146 Million
- Q1 2024
A detailed history of Montz Harcus Wealth Management LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 341,249 shares of SPLG stock, worth $22.3 Million. This represents 14.36% of its overall portfolio holdings.
Number of Shares
341,249
Previous 358,475
4.81%
Holding current value
$22.3 Million
Previous $20 Million
4.79%
% of portfolio
14.36%
Previous 15.31%
Shares
10 transactions
Others Institutions Holding SPLG
# of Institutions
1,022Shares Held
389MCall Options Held
243KPut Options Held
286K-
Betterment LLC New York, NY33.6MShares$2.2 Billion5.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC29.7MShares$1.94 Billion1.0% of portfolio
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Creative Planning Overland Park, KS27.6MShares$1.8 Billion1.88% of portfolio
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Advance Capital Management, Inc. Southfield, MI13.6MShares$886 Million50.45% of portfolio
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Jpmorgan Chase & CO New York, NY10.3MShares$672 Million0.06% of portfolio