Forza Wealth Management, LLC Spdr S&P 500 ETF Trust Transaction History
Forza Wealth Management, LLC
- $194 Billion
- Q2 2024
A detailed history of Forza Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Forza Wealth Management, LLC holds 5,756 shares of SPY stock, worth $3.27 Million. This represents 1.62% of its overall portfolio holdings.
Number of Shares
5,756
Previous 5,756
-0.0%
Holding current value
$3.27 Million
Previous $3.01 Billion
4.04%
% of portfolio
1.62%
Previous 1.57%
Shares
3 transactions
Others Institutions Holding SPY
# of Institutions
4,433Shares Held
559MCall Options Held
275MPut Options Held
402M-
Jpmorgan Chase & CO New York, NY56.3MShares$32 Billion2.7% of portfolio
-
Morgan Stanley New York, NY35MShares$19.9 Billion1.49% of portfolio
-
Goldman Sachs Group Inc New York, NY34.4MShares$19.6 Billion3.23% of portfolio
-
Bank Of America Corp Charlotte, NC25.1MShares$14.3 Billion1.22% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA13.7MShares$7.76 Billion1.41% of portfolio