West Wealth Group, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
West Wealth Group, LLC
- $332 Million
- Q4 2024
A detailed history of West Wealth Group, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, West Wealth Group, LLC holds 394,194 shares of SPLG stock, worth $28.1 Million. This represents 8.18% of its overall portfolio holdings.
Number of Shares
394,194
Previous 435,695
9.53%
Holding current value
$28.1 Million
Previous $29.4 Million
7.61%
% of portfolio
8.18%
Previous 9.63%
Shares
13 transactions
Others Institutions Holding SPLG
# of Institutions
1,229Shares Held
509MCall Options Held
264KPut Options Held
168K-
Betterment LLC New York, NY49.1MShares$3.5 Billion7.97% of portfolio
-
Lpl Financial LLC Fort Mill, SC35.6MShares$2.54 Billion1.1% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$2.1 Billion1.98% of portfolio
-
Jones Financial Companies Lllp15.6MShares$1.11 Billion1.03% of portfolio
-
Invesco Ltd. Atlanta, GA13.2MShares$943 Million0.18% of portfolio