Fonville Wealth Management LLC Spdr S&P 500 ETF Trust Transaction History
Fonville Wealth Management LLC
- $289 Billion
- Q3 2024
A detailed history of Fonville Wealth Management LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Fonville Wealth Management LLC holds 585 shares of SPY stock, worth $349,941. This represents 0.12% of its overall portfolio holdings.
Number of Shares
585
Previous 452
29.42%
Holding current value
$349,941
Previous $246 Million
36.44%
% of portfolio
0.12%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding SPY
# of Institutions
4,508Shares Held
582MCall Options Held
273MPut Options Held
393M-
Jpmorgan Chase & CO New York, NY56.7MShares$33.9 Billion2.67% of portfolio
-
Morgan Stanley New York, NY35MShares$20.9 Billion1.49% of portfolio
-
Goldman Sachs Group Inc New York, NY34.4MShares$20.6 Billion3.23% of portfolio
-
Bank Of America Corp Charlotte, NC25.1MShares$15 Billion1.22% of portfolio
-
International Assets Investment Management, LLC Orlando, FL14.3MShares$8.53 Billion0.07% of portfolio