Investment Planning Advisors, Inc. Spdr Portfolio S&P 500 ETF (Ma Transaction History
Investment Planning Advisors, Inc.
- $185 Million
- Q3 2024
A detailed history of Investment Planning Advisors, Inc. transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 369,935 shares of SPLG stock, worth $25.1 Million. This represents 13.48% of its overall portfolio holdings.
Number of Shares
369,935
Previous 369,935
-0.0%
Holding current value
$25.1 Million
Previous $23.7 Billion
99.89%
% of portfolio
13.48%
Previous 12.08%
Shares
1 transactions
Others Institutions Holding SPLG
# of Institutions
1,124Shares Held
445MCall Options Held
169KPut Options Held
155K-
Betterment LLC New York, NY42.7MShares$2.9 Billion7.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.1MShares$2.18 Billion1.05% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$2 Billion1.98% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.5MShares$851 Million50.16% of portfolio
-
Jpmorgan Chase & CO New York, NY11.3MShares$764 Million0.06% of portfolio