Stone Crest Wealth Management, Inc. Spdr Portfolio S&P 500 ETF (Ma Transaction History
Stone Crest Wealth Management, Inc.
- $137 Billion
- Q3 2024
A detailed history of Stone Crest Wealth Management, Inc. transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Stone Crest Wealth Management, Inc. holds 108,149 shares of SPLG stock, worth $7.68 Million. This represents 5.31% of its overall portfolio holdings.
Number of Shares
108,149
Previous 88,113
22.74%
Holding current value
$7.68 Million
Previous $5.64 Billion
29.47%
% of portfolio
5.31%
Previous 4.3%
Shares
4 transactions
Others Institutions Holding SPLG
# of Institutions
1,149Shares Held
478MCall Options Held
259KPut Options Held
171K-
Betterment LLC New York, NY49.1MShares$3.48 Billion7.97% of portfolio
-
Lpl Financial LLC Fort Mill, SC35.6MShares$2.53 Billion1.1% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$2.09 Billion1.98% of portfolio
-
Invesco Ltd. Atlanta, GA13.2MShares$938 Million0.18% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.5MShares$890 Million50.16% of portfolio