Beverly Hills Private Wealth, LLC Spdr S&P 500 ETF Trust Transaction History

Beverly Hills Private Wealth, LLC

  • $495 Billion
  • Q3 2024

A detailed history of Beverly Hills Private Wealth, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 453 shares of SPY stock, worth $266,463. This represents 0.05% of its overall portfolio holdings.

Number of Shares
453
Previous 446 1.57%
Holding current value
$266,463
Previous $243 Million 6.99%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 12, 2024
BUY
$517.38 - $573.86 $3,621 - $4,017
7 Added 1.57%
453 $260 Million
Q2 2024

Aug 07, 2024
BUY
$495.16 - $548.49 $4,456 - $4,936
9 Added 2.06%
446 $243 Million
Q4 2023

Jan 29, 2024
BUY
$410.68 - $476.69 $179,467 - $208,313
437 New
437 $208 Million
Q4 2022

Feb 13, 2023
BUY
$357.63 - $407.42 $259,281 - $295,379
725 New
725 $277 Million

Others Institutions Holding SPY

# of Institutions
4,554
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 Beverly Hills Private Wealth, LLC Portfolio

Follow Beverly Hills Private Wealth, 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 Beverly Hills Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beverly Hills Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email