Cascade Financial Partners, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Cascade Financial Partners, LLC
- $798 Billion
- Q3 2024
A detailed history of Cascade Financial Partners, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 22,229 shares of SPLG stock, worth $1.56 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
22,229
Previous 22,183
0.21%
Holding current value
$1.56 Million
Previous $1.42 Billion
7.43%
% of portfolio
0.19%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding SPLG
# of Institutions
1,149Shares Held
478MCall Options Held
259KPut Options Held
171K-
Betterment LLC New York, NY49.1MShares$3.44 Billion7.97% of portfolio
-
Lpl Financial LLC Fort Mill, SC35.6MShares$2.49 Billion1.1% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$2.06 Billion1.98% of portfolio
-
Invesco Ltd. Atlanta, GA13.2MShares$925 Million0.18% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.5MShares$878 Million50.16% of portfolio