Bcgm Wealth Management, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Bcgm Wealth Management, LLC
- $287 Million
- Q3 2024
A detailed history of Bcgm Wealth Management, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Bcgm Wealth Management, LLC holds 3,542 shares of SPLG stock, worth $241,918. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,542
Previous 3,735
5.17%
Holding current value
$241,918
Previous $239,000
-0.0%
% of portfolio
0.08%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding SPLG
# of Institutions
1,151Shares Held
478MCall Options Held
259KPut Options Held
171K-
Betterment LLC New York, NY49.1MShares$3.35 Billion7.97% of portfolio
-
Lpl Financial LLC Fort Mill, SC35.6MShares$2.43 Billion1.1% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$2.01 Billion1.98% of portfolio
-
Invesco Ltd. Atlanta, GA13.2MShares$903 Million0.18% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.2MShares$835 Million50.12% of portfolio