Vestia Personal Wealth Advisors Spdr Portfolio S&P 500 ETF (Ma Transaction History
Vestia Personal Wealth Advisors
- $121 Billion
- Q4 2024
A detailed history of Vestia Personal Wealth Advisors transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 5,498 shares of SPLG stock, worth $366,001. This represents 0.31% of its overall portfolio holdings.
Number of Shares
5,498
Previous 113,708
95.16%
Holding current value
$366,001
Previous $360 Million
5.18%
% of portfolio
0.31%
Previous 0.34%
Shares
3 transactions
Others Institutions Holding SPLG
# of Institutions
1,302Shares Held
553MCall Options Held
408KPut Options Held
745K-
Betterment LLC New York, NY52.9MShares$3.52 Billion8.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.3MShares$2.62 Billion1.14% of portfolio
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Creative Planning Overland Park, KS30.4MShares$2.02 Billion2.04% of portfolio
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Jones Financial Companies Lllp15.6MShares$1.04 Billion1.03% of portfolio
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Invesco Ltd. Atlanta, GA15.5MShares$1.03 Billion0.21% of portfolio