Wr Wealth Planners, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Wr Wealth Planners, LLC
- $301 Million
- Q4 2024
A detailed history of Wr Wealth Planners, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 38,934 shares of SPLG stock, worth $2.75 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
38,934
Previous 78,739
50.55%
Holding current value
$2.75 Million
Previous $5.32 Million
49.5%
% of portfolio
0.89%
Previous 1.53%
Shares
12 transactions
Others Institutions Holding SPLG
# of Institutions
1,296Shares Held
551MCall Options Held
408KPut Options Held
745K-
Betterment LLC New York, NY52.9MShares$3.74 Billion8.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.3MShares$2.78 Billion1.14% of portfolio
-
Creative Planning Overland Park, KS30.4MShares$2.15 Billion2.04% of portfolio
-
Jones Financial Companies Lllp15.6MShares$1.1 Billion1.03% of portfolio
-
Invesco Ltd. Atlanta, GA15.5MShares$1.09 Billion0.21% of portfolio