Continuum Wealth Advisors, LLC Spdr S&P 500 ETF Trust Transaction History
Continuum Wealth Advisors, LLC
- $167 Million
- Q2 2025
A detailed history of Continuum Wealth Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Continuum Wealth Advisors, LLC holds 502 shares of SPY stock, worth $327,816. This represents 0.19% of its overall portfolio holdings.
Number of Shares
502
Previous 469
7.04%
Holding current value
$327,816
Previous $262,000
18.32%
% of portfolio
0.19%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding SPY
# of Institutions
5,193Shares Held
643MCall Options Held
380MPut Options Held
724M-
Jpmorgan Chase & CO New York, NY58MShares$37.9 Billion2.54% of portfolio
-
Morgan Stanley New York, NY37MShares$24.1 Billion1.54% of portfolio
-
Goldman Sachs Group Inc New York, NY36.8MShares$24.1 Billion3.23% of portfolio
-
Bank Of America Corp Charlotte, NC30.9MShares$20.2 Billion1.43% of portfolio
-
Wells Fargo & Company San Francisco, CA20MShares$13.1 Billion2.65% of portfolio