Invenio Wealth Partners LLC Spdr S&P 500 ETF Trust Transaction History
Invenio Wealth Partners LLC
- $202 Billion
- Q2 2024
A detailed history of Invenio Wealth Partners LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 12,131 shares of SPY stock, worth $6.95 Million. This represents 3.27% of its overall portfolio holdings.
Number of Shares
12,131
Previous 12,167
0.3%
Holding current value
$6.95 Million
Previous $6.36 Billion
3.74%
% of portfolio
3.27%
Previous 3.43%
Shares
5 transactions
Others Institutions Holding SPY
# of Institutions
4,433Shares Held
559MCall Options Held
275MPut Options Held
402M-
Jpmorgan Chase & CO New York, NY56.3MShares$32.3 Billion2.7% of portfolio
-
Morgan Stanley New York, NY35MShares$20 Billion1.49% of portfolio
-
Goldman Sachs Group Inc New York, NY34.4MShares$19.7 Billion3.23% of portfolio
-
Bank Of America Corp Charlotte, NC25.1MShares$14.4 Billion1.22% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA13.7MShares$7.83 Billion1.41% of portfolio