Partnership Wealth Management, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Partnership Wealth Management, LLC
- $120 Billion
- Q4 2024
A detailed history of Partnership Wealth Management, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Partnership Wealth Management, LLC holds 5,500 shares of SPLG stock, worth $377,299. This represents 0.32% of its overall portfolio holdings.
Number of Shares
5,500
Previous 5,500
-0.0%
Holding current value
$377,299
Previous $371 Million
2.12%
% of portfolio
0.32%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding SPLG
# of Institutions
1,297Shares Held
551MCall Options Held
408KPut Options Held
745K-
Betterment LLC New York, NY52.9MShares$3.63 Billion8.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.3MShares$2.7 Billion1.14% of portfolio
-
Creative Planning Overland Park, KS30.4MShares$2.09 Billion2.04% of portfolio
-
Jones Financial Companies Lllp15.6MShares$1.07 Billion1.03% of portfolio
-
Invesco Ltd. Atlanta, GA15.5MShares$1.06 Billion0.21% of portfolio