Lakeridge Wealth Management LLC Spdr S&P 500 ETF Trust Transaction History
Lakeridge Wealth Management LLC
- $182 Billion
- Q3 2024
A detailed history of Lakeridge Wealth Management LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 3,368 shares of SPY stock, worth $2.01 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
3,368
Previous 3,635
7.35%
Holding current value
$2.01 Million
Previous $1.98 Billion
2.3%
% of portfolio
1.06%
Previous 1.19%
Shares
4 transactions
Others Institutions Holding SPY
# of Institutions
4,505Shares Held
582MCall Options Held
273MPut Options Held
393M-
Jpmorgan Chase & CO New York, NY56.7MShares$33.8 Billion2.67% of portfolio
-
Morgan Stanley New York, NY35MShares$20.8 Billion1.49% of portfolio
-
Goldman Sachs Group Inc New York, NY34.4MShares$20.5 Billion3.23% of portfolio
-
Bank Of America Corp Charlotte, NC25.1MShares$15 Billion1.22% of portfolio
-
International Assets Investment Management, LLC Orlando, FL14.3MShares$8.49 Billion0.07% of portfolio