Wescott Financial Advisory Group, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Wescott Financial Advisory Group, LLC
- $822 Million
- Q3 2024
A detailed history of Wescott Financial Advisory Group, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 52,837 shares of SPLG stock, worth $3.73 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
52,837
Previous 54,206
2.53%
Holding current value
$3.73 Million
Previous $3.47 Million
2.83%
% of portfolio
0.43%
Previous 0.45%
Shares
11 transactions
Others Institutions Holding SPLG
# of Institutions
1,145Shares Held
479MCall Options Held
259KPut Options Held
171K-
Betterment LLC New York, NY49.1MShares$3.47 Billion7.97% of portfolio
-
Lpl Financial LLC Fort Mill, SC35.6MShares$2.52 Billion1.1% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$2.08 Billion1.98% of portfolio
-
Invesco Ltd. Atlanta, GA13.2MShares$934 Million0.18% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.5MShares$887 Million50.16% of portfolio