Wr Wealth Planners, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
A detailed history of Wr Wealth Planners, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 78,739 shares of SPLG stock, worth $5.59 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
78,739
Previous 113,237
30.47%
Holding current value
$5.59 Million
Previous $7.25 Million
26.66%
% of portfolio
1.53%
Previous 2.28%
Shares
11 transactions
Others Institutions Holding SPLG
# of Institutions
1,149Shares Held
478MCall Options Held
259KPut Options Held
171K-
Betterment LLC New York, NY49.1MShares$3.48 Billion7.97% of portfolio
-
Lpl Financial LLC Fort Mill, SC35.6MShares$2.53 Billion1.1% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$2.09 Billion1.98% of portfolio
-
Invesco Ltd. Atlanta, GA13.2MShares$937 Million0.18% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.5MShares$890 Million50.16% of portfolio