Worth Financial Advisory Group, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Worth Financial Advisory Group, LLC
- $152 Billion
- Q2 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 36,633 shares of SPLG stock, worth $2.37 Million. This represents 1.54% of its overall portfolio holdings.
Number of Shares
36,633
Previous 37,944
3.46%
Holding current value
$2.37 Million
Previous $2.33 Billion
0.42%
% of portfolio
1.54%
Previous 1.62%
Shares
7 transactions
Others Institutions Holding SPLG
# of Institutions
1,093Shares Held
435MCall Options Held
169KPut Options Held
165K-
Betterment LLC New York, NY42.7MShares$2.76 Billion7.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.1MShares$2.08 Billion1.05% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$1.85 Billion1.95% of portfolio
-
Advance Capital Management, Inc. Southfield, MI13.6MShares$877 Million50.45% of portfolio
-
Jpmorgan Chase & CO New York, NY11.3MShares$728 Million0.06% of portfolio