Precision Wealth Strategies, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Precision Wealth Strategies, LLC
- $97.2 Million
- Q4 2024
A detailed history of Precision Wealth Strategies, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Precision Wealth Strategies, LLC holds 9,540 shares of SPLG stock, worth $682,205. This represents 0.68% of its overall portfolio holdings.
Number of Shares
9,540
Previous 9,196
3.74%
Holding current value
$682,205
Previous $620,000
5.97%
% of portfolio
0.68%
Previous 0.71%
Shares
3 transactions
Others Institutions Holding SPLG
# of Institutions
1,178Shares Held
483MCall Options Held
264KPut Options Held
171K-
Betterment LLC New York, NY49.1MShares$3.51 Billion7.97% of portfolio
-
Lpl Financial LLC Fort Mill, SC35.6MShares$2.55 Billion1.1% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$2.11 Billion1.98% of portfolio
-
Invesco Ltd. Atlanta, GA13.2MShares$945 Million0.18% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.2MShares$874 Million50.12% of portfolio