West Wealth Group, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
West Wealth Group, LLC
- $327 Million
- Q1 2025
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 304,159 shares of SPLG stock, worth $21.1 Million. This represents 6.12% of its overall portfolio holdings.
Number of Shares
304,159
Previous 394,194
22.84%
Holding current value
$21.1 Million
Previous $27.2 Million
26.4%
% of portfolio
6.12%
Previous 8.18%
Shares
14 transactions
Others Institutions Holding SPLG
# of Institutions
1,387Shares Held
644MCall Options Held
939KPut Options Held
863K-
Betterment LLC New York, NY64.9MShares$4.51 Billion10.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC42MShares$2.91 Billion1.12% of portfolio
-
Bank Of America Corp Charlotte, NC31.5MShares$2.19 Billion0.17% of portfolio
-
Jones Financial Companies Lllp31.1MShares$2.16 Billion1.84% of portfolio
-
Creative Planning Overland Park, KS30.8MShares$2.14 Billion1.91% of portfolio