Accurate Wealth Management, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Accurate Wealth Management, LLC
- $482 Million
- Q1 2025
A detailed history of Accurate Wealth Management, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 10,624 shares of SPLG stock, worth $658,369. This represents 0.14% of its overall portfolio holdings.
Number of Shares
10,624
Previous 11,284
5.85%
Holding current value
$658,369
Previous $777,000
10.68%
% of portfolio
0.14%
Previous 0.16%
Shares
15 transactions
Others Institutions Holding SPLG
# of Institutions
1,321Shares Held
552MCall Options Held
410KPut Options Held
745K-
Betterment LLC New York, NY52.9MShares$3.28 Billion8.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.3MShares$2.44 Billion1.14% of portfolio
-
Creative Planning Overland Park, KS30.4MShares$1.88 Billion2.04% of portfolio
-
Jones Financial Companies Lllp15.6MShares$966 Million1.03% of portfolio
-
Invesco Ltd. Atlanta, GA15.5MShares$958 Million0.21% of portfolio