Summit Financial Strategies, Inc. Spdr Portfolio S&P 500 ETF (Ma Transaction History
Summit Financial Strategies, Inc.
- $821 Million
- Q3 2024
A detailed history of Summit Financial Strategies, Inc. transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 8,790 shares of SPLG stock, worth $605,543. This represents 0.07% of its overall portfolio holdings.
Number of Shares
8,790
Previous 8,635
1.8%
Holding current value
$605,543
Previous $552,000
7.43%
% of portfolio
0.07%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding SPLG
# of Institutions
1,144Shares Held
479MCall Options Held
259KPut Options Held
171K-
Betterment LLC New York, NY49.1MShares$3.38 Billion7.97% of portfolio
-
Lpl Financial LLC Fort Mill, SC35.6MShares$2.45 Billion1.1% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$2.03 Billion1.98% of portfolio
-
Invesco Ltd. Atlanta, GA13.2MShares$910 Million0.18% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.5MShares$864 Million50.16% of portfolio