Stone Crest Wealth Management, Inc. Shp ETF Tr Neos S&P 500 High I Transaction History

Stone Crest Wealth Management, Inc.

$210 Billion
Q2 2025

A detailed history of Stone Crest Wealth Management, Inc. transactions in Shp ETF Tr Neos S&P 500 High I stock. As of the latest transaction made, Stone Crest Wealth Management, Inc. holds 79,321 shares of SPYI stock, worth $0. This represents 1.9% of its overall portfolio holdings.

Number of Shares

79,321

Holding current value

% of portfolio

1.9%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 15, 2025	BUY	N/A	79,321 New	79,321 $3.99 Billion

Others Institutions Holding SPYI

# of Institutions

241

Shares Held

11.8M

Call Options Held

55K

Put Options Held

112K

Lpl Financial LLC Fort Mill, SC

1.82M
Shares

$0
0.0% of portfolio
Gradient Investments LLC

1.75M
Shares

$0
0.0% of portfolio
Stifel Financial Corp St. Louis, MO

567K
Shares

$0
0.0% of portfolio
Ubs Group Ag

448K
Shares

$0
0.0% of portfolio
Private Advisor Group, LLC

426K
Shares

$0
0.0% of portfolio

View Full List

About SHP ETF TR NEOS S&P 500 HIGH I

Ticker SPYI

More about SPYI

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Stone Crest Wealth Management, Inc. Shp ETF Tr Neos S&P 500 High I Transaction History