Defined Wealth Management, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Defined Wealth Management, LLC
- $146 Million
- Q4 2024
A detailed history of Defined Wealth Management, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Defined Wealth Management, LLC holds 5,634 shares of SPLG stock, worth $381,703. This represents 0.27% of its overall portfolio holdings.
Number of Shares
5,634
Previous 5,720
1.5%
Holding current value
$381,703
Previous $386,000
0.52%
% of portfolio
0.27%
Previous 0.26%
Shares
4 transactions
Others Institutions Holding SPLG
# of Institutions
1,299Shares Held
551MCall Options Held
408KPut Options Held
745K-
Betterment LLC New York, NY52.9MShares$3.58 Billion8.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.3MShares$2.66 Billion1.14% of portfolio
-
Creative Planning Overland Park, KS30.4MShares$2.06 Billion2.04% of portfolio
-
Jones Financial Companies Lllp15.6MShares$1.06 Billion1.03% of portfolio
-
Invesco Ltd. Atlanta, GA15.5MShares$1.05 Billion0.21% of portfolio