Wealth Enhancement & Preservation Of Ga, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Wealth Enhancement & Preservation Of Ga, LLC
- $104 Million
- Q2 2023
A detailed history of Wealth Enhancement & Preservation Of Ga, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Wealth Enhancement & Preservation Of Ga, LLC holds 223,663 shares of SPLG stock, worth $15.2 Million. This represents 11.25% of its overall portfolio holdings.
Number of Shares
223,663
Previous 186,182
20.13%
Holding current value
$15.2 Million
Previous $8.96 Million
30.02%
% of portfolio
11.25%
Previous 10.75%
Shares
15 transactions
Others Institutions Holding SPLG
# of Institutions
1,299Shares Held
551MCall Options Held
408KPut Options Held
745K-
Betterment LLC New York, NY52.9MShares$3.58 Billion8.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.3MShares$2.66 Billion1.14% of portfolio
-
Creative Planning Overland Park, KS30.4MShares$2.06 Billion2.04% of portfolio
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Jones Financial Companies Lllp15.6MShares$1.06 Billion1.03% of portfolio
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Invesco Ltd. Atlanta, GA15.5MShares$1.05 Billion0.21% of portfolio