Concentric Wealth Management, LLC Spdr S&P 500 ETF Trust Transaction History
Concentric Wealth Management, LLC
- $473 Million
- Q3 2024
A detailed history of Concentric Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Concentric Wealth Management, LLC holds 1,444 shares of SPY stock, worth $880,406. This represents 0.18% of its overall portfolio holdings.
Number of Shares
1,444
Previous 1,599
9.69%
Holding current value
$880,406
Previous $870,000
4.83%
% of portfolio
0.18%
Previous 0.23%
Shares
21 transactions
Others Institutions Holding SPY
# of Institutions
4,930Shares Held
604MCall Options Held
310MPut Options Held
670M-
Jpmorgan Chase & CO New York, NY53.2MShares$32.4 Billion2.54% of portfolio
-
Morgan Stanley New York, NY33.3MShares$20.3 Billion1.41% of portfolio
-
Goldman Sachs Group Inc New York, NY32.3MShares$19.7 Billion3.09% of portfolio
-
Bank Of America Corp Charlotte, NC29.8MShares$18.2 Billion1.5% of portfolio
-
Capula Management LTD Grand Cayman, E918.1MShares$11 Billion65.46% of portfolio