Peak Financial Advisors LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Peak Financial Advisors LLC
- $159 Million
- Q3 2024
A detailed history of Peak Financial Advisors LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Peak Financial Advisors LLC holds 9,869 shares of SPLG stock, worth $685,994. This represents 0.42% of its overall portfolio holdings.
Number of Shares
9,869
Previous 11,954
17.44%
Holding current value
$685,994
Previous $765,000
12.94%
% of portfolio
0.42%
Previous 0.55%
Shares
13 transactions
Others Institutions Holding SPLG
# of Institutions
1,128Shares 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