Wcg Wealth Advisors LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Wcg Wealth Advisors LLC
- $1.42 Billion
- Q4 2024
A detailed history of Wcg Wealth Advisors LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 368,481 shares of SPLG stock, worth $25.8 Million. This represents 1.79% of its overall portfolio holdings.
Number of Shares
368,481
Previous 366,122
0.64%
Holding current value
$25.8 Million
Previous $24.7 Million
2.78%
% of portfolio
1.79%
Previous 1.67%
Shares
8 transactions
Others Institutions Holding SPLG
# of Institutions
1,297Shares Held
551MCall Options Held
408KPut Options Held
745K-
Betterment LLC New York, NY52.9MShares$3.7 Billion8.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.3MShares$2.75 Billion1.14% of portfolio
-
Creative Planning Overland Park, KS30.4MShares$2.13 Billion2.04% of portfolio
-
Jones Financial Companies Lllp15.6MShares$1.09 Billion1.03% of portfolio
-
Invesco Ltd. Atlanta, GA15.5MShares$1.08 Billion0.21% of portfolio