Precision Wealth Strategies, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Precision Wealth Strategies, LLC
- $100 Million
- Q1 2025
A detailed history of Precision Wealth Strategies, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Precision Wealth Strategies, LLC holds 9,496 shares of SPLG stock, worth $658,357. This represents 0.62% of its overall portfolio holdings.
Number of Shares
9,496
Previous 9,540
0.46%
Holding current value
$658,357
Previous $657,000
5.63%
% of portfolio
0.62%
Previous 0.68%
Shares
4 transactions
Others Institutions Holding SPLG
# of Institutions
1,386Shares Held
644MCall Options Held
939KPut Options Held
863K-
Betterment LLC New York, NY64.9MShares$4.5 Billion10.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC42MShares$2.91 Billion1.12% of portfolio
-
Bank Of America Corp Charlotte, NC31.5MShares$2.18 Billion0.17% of portfolio
-
Jones Financial Companies Lllp31.1MShares$2.15 Billion1.84% of portfolio
-
Creative Planning Overland Park, KS30.8MShares$2.14 Billion1.91% of portfolio