Org Wealth Partners, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Org Wealth Partners, LLC
- $139 Million
- Q4 2024
A detailed history of Org Wealth Partners, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Org Wealth Partners, LLC holds 376 shares of SPLG stock, worth $25,680. This represents 0.02% of its overall portfolio holdings.
Number of Shares
376
Previous 483
22.15%
Holding current value
$25,680
Previous $32.6 Million
99.92%
% of portfolio
0.02%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SPLG
# of Institutions
1,151Shares Held
478MCall Options Held
259KPut Options Held
171K-
Betterment LLC New York, NY49.1MShares$3.35 Billion7.97% of portfolio
-
Lpl Financial LLC Fort Mill, SC35.6MShares$2.43 Billion1.1% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$2.01 Billion1.98% of portfolio
-
Invesco Ltd. Atlanta, GA13.2MShares$903 Million0.18% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.2MShares$835 Million50.12% of portfolio