Peak Financial Advisors LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Peak Financial Advisors LLC
- $154 Million
- Q1 2025
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 11,644 shares of SPLG stock, worth $753,832. This represents 0.49% of its overall portfolio holdings.
Number of Shares
11,644
Previous 161,947
92.81%
Holding current value
$753,832
Previous $11.2 Million
93.18%
% of portfolio
0.49%
Previous 7.15%
Shares
15 transactions
Others Institutions Holding SPLG
# of Institutions
1,325Shares Held
554MCall Options Held
410KPut Options Held
745K-
Betterment LLC New York, NY52.9MShares$3.43 Billion8.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.3MShares$2.55 Billion1.14% of portfolio
-
Creative Planning Overland Park, KS30.4MShares$1.97 Billion2.04% of portfolio
-
Jones Financial Companies Lllp15.6MShares$1.01 Billion1.03% of portfolio
-
Invesco Ltd. Atlanta, GA15.5MShares$1 Billion0.21% of portfolio