Optivise Advisory Services LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Optivise Advisory Services LLC
- $186 Billion
- Q4 2024
A detailed history of Optivise Advisory Services LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Optivise Advisory Services LLC holds 4,849 shares of SPLG stock, worth $328,519. This represents 0.18% of its overall portfolio holdings.
Number of Shares
4,849
Previous 6,178
21.51%
Holding current value
$328,519
Previous $417 Million
19.85%
% of portfolio
0.18%
Previous 0.22%
Shares
3 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