National Wealth Management Group, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
National Wealth Management Group, LLC
- $148 Billion
- Q3 2024
A detailed history of National Wealth Management Group, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, National Wealth Management Group, LLC holds 9,376 shares of SPLG stock, worth $656,788. This represents 0.43% of its overall portfolio holdings.
Number of Shares
9,376
Previous 34,902
73.14%
Holding current value
$656,788
Previous $2.23 Billion
71.66%
% of portfolio
0.43%
Previous 1.7%
Shares
5 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