Montz Harcus Wealth Management LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Montz Harcus Wealth Management LLC
- $181 Million
- Q1 2025
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 403,918 shares of SPLG stock, worth $26.3 Million. This represents 14.68% of its overall portfolio holdings.
Number of Shares
403,918
Previous 398,058
1.47%
Holding current value
$26.3 Million
Previous $27.4 Million
3.21%
% of portfolio
14.68%
Previous 15.57%
Shares
14 transactions
Others Institutions Holding SPLG
# of Institutions
1,333Shares Held
556MCall Options Held
410KPut Options Held
745K-
Betterment LLC New York, NY52.9MShares$3.45 Billion8.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.3MShares$2.56 Billion1.14% of portfolio
-
Creative Planning Overland Park, KS30.4MShares$1.98 Billion2.04% of portfolio
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Jones Financial Companies Lllp15.6MShares$1.02 Billion1.03% of portfolio
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Invesco Ltd. Atlanta, GA15.5MShares$1.01 Billion0.21% of portfolio