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

Avitas Wealth Management LLC

  • $708 Million
  • Q4 2024

A detailed history of Avitas Wealth Management LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Avitas Wealth Management LLC holds 359 shares of SPY stock, worth $217,209. This represents 0.03% of its overall portfolio holdings.

Number of Shares
359
Holding current value
$217,209
% of portfolio
0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$567.81 - $607.81 $203,843 - $218,203
359 New
359 $210,000
Q3 2018

Nov 13, 2018
BUY
$270.9 - $293.58 $1.1 Million - $1.19 Million
4,048 New
4,048 $1.18 Million

Others Institutions Holding SPY

# of Institutions
4,656
Shares Held
579M
Call Options Held
285M
Put Options Held
684M
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
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