Schrum Private Wealth Management LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Schrum Private Wealth Management LLC
- $193 Million
- Q3 2024
A detailed history of Schrum Private Wealth Management LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 66,632 shares of SPLG stock, worth $4.63 Million. This represents 2.34% of its overall portfolio holdings.
Number of Shares
66,632
Previous 32,249
106.62%
Holding current value
$4.63 Million
Previous $2.06 Million
118.03%
% of portfolio
2.34%
Previous 1.86%
Shares
7 transactions
Others Institutions Holding SPLG
# of Institutions
1,128Shares Held
444MCall Options Held
169KPut Options Held
155K-
Betterment LLC New York, NY42.7MShares$2.97 Billion7.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.1MShares$2.23 Billion1.05% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$2.05 Billion1.98% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.5MShares$872 Million50.16% of portfolio
-
Envestnet Asset Management Inc11.3MShares$785 Million0.25% of portfolio