Vertex Planning Partners, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Vertex Planning Partners, LLC
- $385 Billion
- Q2 2024
A detailed history of Vertex Planning Partners, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 499,187 shares of SPLG stock, worth $33.6 Million. This represents 8.29% of its overall portfolio holdings.
Number of Shares
499,187
Previous 526,081
5.11%
Holding current value
$33.6 Million
Previous $32.4 Billion
1.3%
% of portfolio
8.29%
Previous 8.95%
Shares
7 transactions
Others Institutions Holding SPLG
# of Institutions
1,094Shares Held
435MCall Options Held
169KPut Options Held
165K-
Betterment LLC New York, NY42.7MShares$2.87 Billion7.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.1MShares$2.16 Billion1.05% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$1.92 Billion1.95% of portfolio
-
Advance Capital Management, Inc. Southfield, MI13.6MShares$912 Million50.45% of portfolio
-
Jpmorgan Chase & CO New York, NY11.3MShares$757 Million0.06% of portfolio