Wells Financial Advisors Inc Spdr Portfolio S&P 500 ETF (Ma Transaction History
Wells Financial Advisors Inc
- $143 Million
- Q1 2024
A detailed history of Wells Financial Advisors Inc transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Wells Financial Advisors Inc holds 83,873 shares of SPLG stock, worth $5.42 Million. This represents 3.62% of its overall portfolio holdings.
Number of Shares
83,873Holding current value
$5.42 Million% of portfolio
3.62%Shares
1 transactions
Others Institutions Holding SPLG
# of Institutions
1,017Shares Held
389MCall Options Held
243KPut Options Held
286K-
Betterment LLC New York, NY33.6MShares$2.17 Billion5.57% of portfolio
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Lpl Financial LLC Fort Mill, SC29.7MShares$1.92 Billion1.0% of portfolio
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Creative Planning Overland Park, KS27.6MShares$1.78 Billion1.88% of portfolio
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Advance Capital Management, Inc. Southfield, MI13.2MShares$850 Million58.41% of portfolio
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Jpmorgan Chase & CO New York, NY10.3MShares$664 Million0.06% of portfolio