Appleton Partners Inc Proshares Tr S&P 500 Ex Energy Transaction History
Appleton Partners Inc
- $1.35 Billion
- Q4 2024
A detailed history of Appleton Partners Inc transactions in Proshares Tr S&P 500 Ex Energy stock. As of the latest transaction made, Appleton Partners Inc holds 3,780 shares of SPXE stock, worth $248,988. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,780
Previous 3,760
0.53%
Holding current value
$248,988
Previous $233,000
2.58%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding SPXE
# of Institutions
28Shares Held
464KCall Options Held
0Put Options Held
0-
Bwm Planning, LLC The Woodlands, TX139KShares$9.17 Million3.83% of portfolio
-
Goldman Sachs Group Inc New York, NY132KShares$8.69 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY52KShares$3.42 Million0.0% of portfolio
-
Pathstone Holdings, LLC Englewood, NJ39.9KShares$2.63 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC31KShares$2.04 Million0.0% of portfolio