Optimist Retirement Group LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Optimist Retirement Group LLC
- $190 Billion
- Q2 2024
A detailed history of Optimist Retirement Group LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Optimist Retirement Group LLC holds 9,770 shares of SPLG stock, worth $679,112. This represents 0.33% of its overall portfolio holdings.
Number of Shares
9,770
Previous 9,753
0.17%
Holding current value
$679,112
Previous $600 Million
4.17%
% of portfolio
0.33%
Previous 0.31%
Shares
3 transactions
Others Institutions Holding SPLG
# of Institutions
1,126Shares Held
444MCall Options Held
169KPut Options Held
155K-
Betterment LLC New York, NY42.7MShares$2.97 Billion7.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.1MShares$2.23 Billion1.05% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$2.05 Billion1.98% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.5MShares$872 Million50.16% of portfolio
-
Envestnet Asset Management Inc11.3MShares$785 Million0.25% of portfolio