Capital Advisors Wealth Management, LLC Spdr S&P 500 ETF Trust Transaction History
Capital Advisors Wealth Management, LLC
- $504 Million
- Q2 2024
A detailed history of Capital Advisors Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 14,981 shares of SPY stock, worth $8.6 Million. This represents 1.62% of its overall portfolio holdings.
Number of Shares
14,981
Previous 14,391
4.1%
Holding current value
$8.6 Million
Previous $7.53 Million
8.3%
% of portfolio
1.62%
Previous 1.56%
Shares
4 transactions
Others Institutions Holding SPY
# of Institutions
4,433Shares Held
557MCall Options Held
275MPut Options Held
402M-
Jpmorgan Chase & CO New York, NY56.3MShares$32.3 Billion2.7% of portfolio
-
Morgan Stanley New York, NY35MShares$20.1 Billion1.49% of portfolio
-
Goldman Sachs Group Inc New York, NY34.4MShares$19.8 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$7.84 Billion1.41% of portfolio