49 Wealth Management, LLC Spdr S&P 500 ETF Trust Transaction History

49 Wealth Management, LLC

  • $614 Billion
  • Q3 2024

A detailed history of 49 Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, 49 Wealth Management, LLC holds 2,622 shares of SPY stock, worth $1.58 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
2,622
Previous 2,476 5.9%
Holding current value
$1.58 Million
Previous $1.35 Billion 11.43%
% of portfolio
0.25%
Previous 0.27%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$517.38 - $573.86 $75,537 - $83,783
146 Added 5.9%
2,622 $1.5 Billion
Q2 2024

Jul 30, 2024
BUY
$495.16 - $548.49 $75,759 - $83,918
153 Added 6.59%
2,476 $1.35 Billion
Q1 2024

May 07, 2024
BUY
$467.28 - $523.17 $74,764 - $83,707
160 Added 7.4%
2,323 $1.21 Billion
Q4 2023

May 07, 2024
BUY
$410.68 - $476.69 $888,300 - $1.03 Million
2,163 New
2,163 $1.03 Billion

Others Institutions Holding SPY

# of Institutions
4,552
Shares Held
593M
Call Options Held
285M
Put Options Held
653M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
Track This Portfolio

Track 49 Wealth Management, LLC Portfolio

Follow 49 Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of 49 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 49 Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email