Triad Wealth Partners, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Triad Wealth Partners, LLC
- $188 Billion
- Q3 2024
A detailed history of Triad Wealth Partners, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 87,118 shares of SPLG stock, worth $6.07 Million. This represents 3.13% of its overall portfolio holdings.
Number of Shares
87,118
Previous 67,422
29.21%
Holding current value
$6.07 Million
Previous $4.31 Billion
36.3%
% of portfolio
3.13%
Previous 2.26%
Shares
3 transactions
Others Institutions Holding SPLG
# of Institutions
1,149Shares Held
478MCall Options Held
259KPut Options Held
171K-
Betterment LLC New York, NY49.1MShares$3.42 Billion7.97% of portfolio
-
Lpl Financial LLC Fort Mill, SC35.6MShares$2.48 Billion1.1% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$2.06 Billion1.98% of portfolio
-
Invesco Ltd. Atlanta, GA13.2MShares$921 Million0.18% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.5MShares$875 Million50.16% of portfolio