O'Brien Wealth Partners LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
O'Brien Wealth Partners LLC
- $527 Million
- Q4 2024
A detailed history of O'Brien Wealth Partners LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, O'Brien Wealth Partners LLC holds 860,342 shares of SPLG stock, worth $57 Million. This represents 11.25% of its overall portfolio holdings.
Number of Shares
860,342
Previous 755,162
13.93%
Holding current value
$57 Million
Previous $51 Million
16.34%
% of portfolio
11.25%
Previous 10.54%
Shares
4 transactions
Others Institutions Holding SPLG
# of Institutions
1,301Shares Held
552MCall Options Held
408KPut Options Held
745K-
Betterment LLC New York, NY52.9MShares$3.5 Billion8.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.3MShares$2.6 Billion1.14% of portfolio
-
Creative Planning Overland Park, KS30.4MShares$2.01 Billion2.04% of portfolio
-
Jones Financial Companies Lllp15.6MShares$1.03 Billion1.03% of portfolio
-
Invesco Ltd. Atlanta, GA15.5MShares$1.02 Billion0.21% of portfolio