Defined Wealth Management, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Defined Wealth Management, LLC
- $148 Million
- Q3 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 5,720 shares of SPLG stock, worth $405,776. This represents 0.26% of its overall portfolio holdings.
Number of Shares
5,720
Previous 5,498
4.04%
Holding current value
$405,776
Previous $351,000
9.97%
% of portfolio
0.26%
Previous 0.25%
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$3.48 Billion7.97% of portfolio
-
Lpl Financial LLC Fort Mill, SC35.6MShares$2.53 Billion1.1% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$2.09 Billion1.98% of portfolio
-
Invesco Ltd. Atlanta, GA13.2MShares$937 Million0.18% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.5MShares$890 Million50.16% of portfolio