Precision Wealth Strategies, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Precision Wealth Strategies, LLC
- $87.6 Million
- Q3 2024
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 9,196 shares of SPLG stock, worth $638,846. This represents 0.71% of its overall portfolio holdings.
Number of Shares
9,196
Previous 7,553
21.75%
Holding current value
$638,846
Previous $483,000
28.36%
% of portfolio
0.71%
Previous 0.63%
Shares
2 transactions
Others Institutions Holding SPLG
# of Institutions
1,143Shares Held
480MCall Options Held
259KPut Options Held
171K-
Betterment LLC New York, NY49.1MShares$3.41 Billion7.97% of portfolio
-
Lpl Financial LLC Fort Mill, SC35.6MShares$2.48 Billion1.1% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$2.05 Billion1.98% of portfolio
-
Invesco Ltd. Atlanta, GA13.2MShares$918 Million0.18% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.5MShares$872 Million50.16% of portfolio