Bernardo Wealth Planning LLC Spdr S&P 500 ETF Trust Transaction History
Bernardo Wealth Planning LLC
- $372 Million
- Q2 2024
A detailed history of Bernardo Wealth Planning LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 1,343 shares of SPY stock, worth $767,484. This represents 0.2% of its overall portfolio holdings.
Number of Shares
1,343
Previous 1,305
2.91%
Holding current value
$767,484
Previous $682,000
7.04%
% of portfolio
0.2%
Previous 0.19%
Shares
17 transactions
Others Institutions Holding SPY
# of Institutions
4,431Shares Held
557MCall Options Held
275MPut Options Held
402M-
Jpmorgan Chase & CO New York, NY56.3MShares$32.2 Billion2.7% of portfolio
-
Morgan Stanley New York, NY35MShares$20 Billion1.49% of portfolio
-
Goldman Sachs Group Inc New York, NY34.4MShares$19.7 Billion3.23% of portfolio
-
Bank Of America Corp Charlotte, NC25.1MShares$14.4 Billion1.22% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA13.7MShares$7.81 Billion1.41% of portfolio