Worth Financial Advisory Group, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Worth Financial Advisory Group, LLC
- $170 Billion
- Q3 2024
A detailed history of Worth Financial Advisory Group, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 36,891 shares of SPLG stock, worth $2.57 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
36,891
Previous 36,633
0.7%
Holding current value
$2.57 Million
Previous $2.34 Billion
6.23%
% of portfolio
1.46%
Previous 1.54%
Shares
8 transactions
Others Institutions Holding SPLG
# of Institutions
1,149Shares Held
478MCall Options Held
259KPut Options Held
171K-
Betterment LLC New York, NY49.1MShares$3.42 Billion7.97% of portfolio
-
Lpl Financial LLC Fort Mill, SC35.6MShares$2.48 Billion1.1% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$2.06 Billion1.98% of portfolio
-
Invesco Ltd. Atlanta, GA13.2MShares$921 Million0.18% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.5MShares$875 Million50.16% of portfolio