Ridgeline Wealth Planning, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Ridgeline Wealth Planning, LLC
- $104 Billion
- Q4 2024
A detailed history of Ridgeline Wealth Planning, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Ridgeline Wealth Planning, LLC holds 408,871 shares of SPLG stock, worth $29 Million. This represents 26.98% of its overall portfolio holdings.
Number of Shares
408,871Holding current value
$29 Million% of portfolio
26.98%Shares
1 transactions
Others Institutions Holding SPLG
# of Institutions
1,199Shares Held
486MCall Options Held
264KPut Options Held
171K-
Betterment LLC New York, NY49.1MShares$3.48 Billion7.97% of portfolio
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Lpl Financial LLC Fort Mill, SC35.6MShares$2.53 Billion1.1% of portfolio
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Creative Planning Overland Park, KS29.5MShares$2.09 Billion1.98% of portfolio
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Invesco Ltd. Atlanta, GA13.2MShares$938 Million0.18% of portfolio
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Advance Capital Management, Inc. Southfield, MI12.2MShares$867 Million50.12% of portfolio