Sonoma Private Wealth LLC Spdr S&P 500 ETF Trust Transaction History
Sonoma Private Wealth LLC
- $64.2 Billion
- Q3 2024
A detailed history of Sonoma Private Wealth LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 646 shares of SPY stock, worth $384,169. This represents 0.58% of its overall portfolio holdings.
Number of Shares
646
Previous 774
16.54%
Holding current value
$384,169
Previous $421 Million
12.01%
% of portfolio
0.58%
Previous 0.68%
Shares
6 transactions
Others Institutions Holding SPY
# of Institutions
4,553Shares Held
593MCall Options Held
285MPut Options Held
653M-
Jpmorgan Chase & CO New York, NY56.7MShares$33.7 Billion2.67% of portfolio
-
Morgan Stanley New York, NY35.6MShares$21.2 Billion1.51% of portfolio
-
Goldman Sachs Group Inc New York, NY33.1MShares$19.7 Billion3.14% of portfolio
-
Bank Of America Corp Charlotte, NC29.6MShares$17.6 Billion1.43% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA18.3MShares$10.9 Billion1.88% of portfolio