Financial Synergies Wealth Advisors, Inc. Spdr S&P 500 ETF Trust Transaction History
Financial Synergies Wealth Advisors, Inc.
- $742 Billion
- Q2 2024
A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 5,119 shares of SPY stock, worth $2.93 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
5,119
Previous 4,080
25.47%
Holding current value
$2.93 Million
Previous $2.13 Billion
30.52%
% of portfolio
0.38%
Previous 0.28%
Shares
22 transactions
Others Institutions Holding SPY
# of Institutions
4,432Shares Held
559MCall 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 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$7.83 Billion1.41% of portfolio