Wealth Plan Partners, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Wealth Plan Partners, LLC
- $931 Billion
- Q2 2024
A detailed history of Wealth Plan Partners, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 109,596 shares of SPLG stock, worth $7.39 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
109,596
Previous 128,258
14.55%
Holding current value
$7.39 Million
Previous $7.89 Billion
11.12%
% of portfolio
0.75%
Previous 0.82%
Shares
24 transactions
Others Institutions Holding SPLG
# of Institutions
1,096Shares Held
435MCall Options Held
169KPut Options Held
165K-
Betterment LLC New York, NY42.7MShares$2.88 Billion7.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.1MShares$2.17 Billion1.05% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$1.93 Billion1.95% of portfolio
-
Advance Capital Management, Inc. Southfield, MI13.6MShares$914 Million50.45% of portfolio
-
Jpmorgan Chase & CO New York, NY11.3MShares$759 Million0.06% of portfolio