Plan Group Financial, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Plan Group Financial, LLC
- $152 Million
- Q1 2024
A detailed history of Plan Group Financial, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Plan Group Financial, LLC holds 4,134 shares of SPLG stock, worth $268,131. This represents 0.17% of its overall portfolio holdings.
Number of Shares
4,134
Previous 5,433
23.91%
Holding current value
$268,131
Previous $303,000
16.17%
% of portfolio
0.17%
Previous 0.27%
Shares
3 transactions
Others Institutions Holding SPLG
# of Institutions
1,019Shares Held
389MCall Options Held
243KPut Options Held
286K-
Betterment LLC New York, NY33.6MShares$2.18 Billion5.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC29.7MShares$1.93 Billion1.0% of portfolio
-
Creative Planning Overland Park, KS27.6MShares$1.79 Billion1.88% of portfolio
-
Advance Capital Management, Inc. Southfield, MI13.2MShares$854 Million58.41% of portfolio
-
Jpmorgan Chase & CO New York, NY10.3MShares$667 Million0.06% of portfolio