Exencial Wealth Advisors, LLC Spdr S&P 500 ETF Trust Transaction History
Exencial Wealth Advisors, LLC
- $2.62 Billion
- Q2 2024
A detailed history of Exencial Wealth Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 18,303 shares of SPY stock, worth $10.5 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
18,303
Previous 23,805
23.11%
Holding current value
$10.5 Million
Previous $12.5 Million
20.01%
% of portfolio
0.38%
Previous 0.47%
Shares
27 transactions
Others Institutions Holding SPY
# of Institutions
4,431Shares Held
557MCall Options Held
275MPut Options Held
402M-
Jpmorgan Chase & CO New York, NY56.3MShares$32.2 Billion2.7% of portfolio
-
Morgan Stanley New York, NY35MShares$20 Billion1.49% of portfolio
-
Goldman Sachs Group Inc New York, NY34.4MShares$19.7 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$7.81 Billion1.41% of portfolio