Evernest Financial Advisors, LLC Spdr S&P 500 ETF Trust Transaction History
Evernest Financial Advisors, LLC
- $362 Million
- Q3 2024
A detailed history of Evernest Financial Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 8,348 shares of SPY stock, worth $4.97 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
8,348
Previous 8,715
4.21%
Holding current value
$4.97 Million
Previous $4.74 Million
1.01%
% of portfolio
1.32%
Previous 2.17%
Shares
5 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 Billion2.66% 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