Burt Wealth Advisors Spdr S&P 500 ETF Trust Transaction History
Burt Wealth Advisors
- $395 Million
- Q4 2024
A detailed history of Burt Wealth Advisors transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Burt Wealth Advisors holds 44,198 shares of SPY stock, worth $26.8 Million. This represents 6.57% of its overall portfolio holdings.
Number of Shares
44,198
Previous 46,723
5.4%
Holding current value
$26.8 Million
Previous $26.8 Million
3.39%
% of portfolio
6.57%
Previous 6.72%
Shares
31 transactions
Others Institutions Holding SPY
# of Institutions
4,727Shares Held
584MCall Options Held
289MPut Options Held
680M-
Jpmorgan Chase & CO New York, NY56.7MShares$34.4 Billion2.66% of portfolio
-
Morgan Stanley New York, NY35.6MShares$21.6 Billion1.51% of portfolio
-
Goldman Sachs Group Inc New York, NY33.1MShares$20.1 Billion3.14% of portfolio
-
Bank Of America Corp Charlotte, NC29.6MShares$17.9 Billion1.43% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA18.3MShares$11.1 Billion1.88% of portfolio