Montz Harcus Wealth Management LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Montz Harcus Wealth Management LLC
- $176 Million
- Q4 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 398,058 shares of SPLG stock, worth $27.8 Million. This represents 15.57% of its overall portfolio holdings.
Number of Shares
398,058
Previous 383,474
3.8%
Holding current value
$27.8 Million
Previous $25.9 Million
6.0%
% of portfolio
15.57%
Previous 15.29%
Shares
13 transactions
Others Institutions Holding SPLG
# of Institutions
1,297Shares Held
551MCall Options Held
408KPut Options Held
745K-
Betterment LLC New York, NY52.9MShares$3.7 Billion8.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.3MShares$2.75 Billion1.14% of portfolio
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Creative Planning Overland Park, KS30.4MShares$2.13 Billion2.04% of portfolio
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Jones Financial Companies Lllp15.6MShares$1.09 Billion1.03% of portfolio
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Invesco Ltd. Atlanta, GA15.5MShares$1.08 Billion0.21% of portfolio