Venturi Wealth Management, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Venturi Wealth Management, LLC
- $1.88 Billion
- Q4 2024
A detailed history of Venturi Wealth Management, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 620 shares of SPLG stock, worth $43,350. This represents 0.0% of its overall portfolio holdings.
Number of Shares
620
Previous 620
-0.0%
Holding current value
$43,350
Previous $41,000
2.44%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SPLG
# of Institutions
1,297Shares Held
551MCall Options Held
408KPut Options Held
745K-
Betterment LLC New York, NY52.9MShares$3.7 Billion8.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.3MShares$2.75 Billion1.14% of portfolio
-
Creative Planning Overland Park, KS30.4MShares$2.13 Billion2.04% of portfolio
-
Jones Financial Companies Lllp15.6MShares$1.09 Billion1.03% of portfolio
-
Invesco Ltd. Atlanta, GA15.5MShares$1.08 Billion0.21% of portfolio