Carlsbad Wealth Advisory Group, Inc. Spdr S&P 500 ETF Trust Transaction History
Carlsbad Wealth Advisory Group, Inc.
- $155 Billion
- Q2 2023
A detailed history of Carlsbad Wealth Advisory Group, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Carlsbad Wealth Advisory Group, Inc. holds 629 shares of SPY stock, worth $415,542. This represents 0.18% of its overall portfolio holdings.
Number of Shares
629Holding current value
$415,542% of portfolio
0.18%Shares
1 transactions
Others Institutions Holding SPY
# of Institutions
5,208Shares Held
630MCall Options Held
380MPut Options Held
724M-
Jpmorgan Chase & CO New York, NY58MShares$38.3 Billion2.54% of portfolio
-
Morgan Stanley New York, NY37MShares$24.4 Billion1.54% of portfolio
-
Goldman Sachs Group Inc New York, NY36.8MShares$24.3 Billion3.23% of portfolio
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Bank Of America Corp Charlotte, NC30.9MShares$20.4 Billion1.43% of portfolio
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Wells Fargo & Company San Francisco, CA20MShares$13.2 Billion2.65% of portfolio