Sanchez Wealth Management Group Spdr Portfolio S&P 500 ETF (Ma Transaction History
Sanchez Wealth Management Group
- $309 Million
- Q3 2024
A detailed history of Sanchez Wealth Management Group transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Sanchez Wealth Management Group holds 31,696 shares of SPLG stock, worth $2.27 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
31,696
Previous 30,049
5.48%
Holding current value
$2.27 Million
Previous $1.92 Million
11.23%
% of portfolio
0.69%
Previous 0.66%
Shares
17 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