Oregon Pacific Wealth Management, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Oregon Pacific Wealth Management, LLC
- $102 Billion
- Q4 2024
A detailed history of Oregon Pacific Wealth Management, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 12,438 shares of SPLG stock, worth $889,441. This represents 0.84% of its overall portfolio holdings.
Number of Shares
12,438Holding current value
$889,441% of portfolio
0.84%Shares
1 transactions
Others Institutions Holding SPLG
# of Institutions
1,178Shares Held
483MCall Options Held
264KPut Options Held
171K-
Betterment LLC New York, NY49.1MShares$3.51 Billion7.97% of portfolio
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Lpl Financial LLC Fort Mill, SC35.6MShares$2.55 Billion1.1% of portfolio
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Creative Planning Overland Park, KS29.5MShares$2.11 Billion1.98% of portfolio
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Invesco Ltd. Atlanta, GA13.2MShares$945 Million0.18% of portfolio
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Advance Capital Management, Inc. Southfield, MI12.2MShares$874 Million50.12% of portfolio