Sfg Wealth Management, Llc. Spdr Portfolio S&P 500 ETF (Ma Transaction History
Sfg Wealth Management, Llc.
- $168 Million
- Q2 2024
A detailed history of Sfg Wealth Management, Llc. transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 7,924 shares of SPLG stock, worth $530,115. This represents 0.3% of its overall portfolio holdings.
Number of Shares
7,924
Previous 6,691
18.43%
Holding current value
$530,115
Previous $411,000
23.36%
% of portfolio
0.3%
Previous 0.25%
Shares
8 transactions
Others Institutions Holding SPLG
# of Institutions
1,095Shares Held
435MCall Options Held
169KPut Options Held
165K-
Betterment LLC New York, NY42.7MShares$2.86 Billion7.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.1MShares$2.15 Billion1.05% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$1.91 Billion1.95% of portfolio
-
Advance Capital Management, Inc. Southfield, MI13.6MShares$908 Million50.45% of portfolio
-
Jpmorgan Chase & CO New York, NY11.3MShares$753 Million0.06% of portfolio