Alpha Omega Wealth Management LLC Spdr S&P 500 Fossil Fuel Reser Transaction History
Alpha Omega Wealth Management LLC
- $542 Million
- Q3 2024
A detailed history of Alpha Omega Wealth Management LLC transactions in Spdr S&P 500 Fossil Fuel Reser stock. As of the latest transaction made, Alpha Omega Wealth Management LLC holds 4,750 shares of SPYX stock, worth $234,982. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,750
Previous 4,950
4.04%
Holding current value
$234,982
Previous $220,000
1.82%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding SPYX
# of Institutions
224Shares Held
18.3MCall Options Held
0Put Options Held
225K-
Windmill Hill Asset Management LTD2.8MShares$138 Million73.93% of portfolio
-
Choate Investment Advisors Boston, MA2.67MShares$132 Million3.24% of portfolio
-
Betterment LLC New York, NY1.97MShares$97.3 Million0.22% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA907KShares$44.8 Million0.73% of portfolio
-
Lake Street Advisors Group, LLC873KShares$43.2 Million1.94% of portfolio