Wescott Financial Advisory Group, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Wescott Financial Advisory Group, LLC
- $763 Million
- Q2 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 54,206 shares of SPLG stock, worth $3.77 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
54,206
Previous 57,314
5.42%
Holding current value
$3.77 Million
Previous $3.53 Million
1.62%
% of portfolio
0.45%
Previous 0.5%
Shares
10 transactions
Others Institutions Holding SPLG
# of Institutions
1,128Shares Held
444MCall Options Held
169KPut Options Held
155K-
Betterment LLC New York, NY42.7MShares$2.97 Billion7.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.1MShares$2.23 Billion1.05% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$2.05 Billion1.98% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.5MShares$872 Million50.16% of portfolio
-
Envestnet Asset Management Inc11.3MShares$785 Million0.25% of portfolio