Heritage Wealth Partners, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Heritage Wealth Partners, LLC
- $85 Billion
- Q3 2024
A detailed history of Heritage Wealth Partners, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 8,267 shares of SPLG stock, worth $574,639. This represents 0.66% of its overall portfolio holdings.
Number of Shares
8,267
Previous 6,705
23.3%
Holding current value
$574,639
Previous $429 Million
30.06%
% of portfolio
0.66%
Previous 0.62%
Shares
2 transactions
Others Institutions Holding SPLG
# of Institutions
1,124Shares Held
445MCall Options Held
169KPut Options Held
155K-
Betterment LLC New York, NY42.7MShares$2.97 Billion7.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.1MShares$2.23 Billion1.05% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$2.05 Billion1.98% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.5MShares$872 Million50.16% of portfolio
-
Jpmorgan Chase & CO New York, NY11.3MShares$783 Million0.06% of portfolio