O'Brien Wealth Partners LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
O'Brien Wealth Partners LLC
- $484 Million
- Q3 2024
A detailed history of O'Brien Wealth Partners LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, O'Brien Wealth Partners LLC holds 755,162 shares of SPLG stock, worth $52 Million. This represents 10.54% of its overall portfolio holdings.
Number of Shares
755,162
Previous 1,064,990
29.09%
Holding current value
$52 Million
Previous $68.2 Million
25.2%
% of portfolio
10.54%
Previous 16.25%
Shares
3 transactions
Others Institutions Holding SPLG
# of Institutions
1,144Shares Held
479MCall Options Held
259KPut Options Held
171K-
Betterment LLC New York, NY49.1MShares$3.38 Billion7.97% of portfolio
-
Lpl Financial LLC Fort Mill, SC35.6MShares$2.45 Billion1.1% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$2.03 Billion1.98% of portfolio
-
Invesco Ltd. Atlanta, GA13.2MShares$910 Million0.18% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.5MShares$864 Million50.16% of portfolio