Williams Jones Wealth Management, Llc. Spdr Portfolio S&P 500 ETF (Ma Transaction History
Williams Jones Wealth Management, Llc.
- $8.37 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding SPLG
# of Institutions
1,246Shares Held
524MCall Options Held
264KPut Options Held
157K-
Betterment LLC New York, NY49.1MShares$3.47 Billion7.97% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.3MShares$2.78 Billion1.14% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$2.08 Billion1.98% of portfolio
-
Jones Financial Companies Lllp15.6MShares$1.1 Billion1.03% of portfolio
-
Invesco Ltd. Atlanta, GA13.2MShares$934 Million0.18% of portfolio