Heritage Wealth Management, Inc. Spdr S&P 500 ETF Trust Transaction History
Heritage Wealth Management, Inc.
- $305 Billion
- Q3 2024
A detailed history of Heritage Wealth Management, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 1,080 shares of SPY stock, worth $646,045. This represents 0.2% of its overall portfolio holdings.
Number of Shares
1,080
Previous 1,429
24.42%
Holding current value
$646,045
Previous $793 Million
21.81%
% of portfolio
0.2%
Previous 0.27%
Shares
2 transactions
Others Institutions Holding SPY
# of Institutions
4,508Shares Held
582MCall Options Held
273MPut Options Held
393M-
Jpmorgan Chase & CO New York, NY56.7MShares$33.9 Billion2.67% of portfolio
-
Morgan Stanley New York, NY35MShares$20.9 Billion1.49% of portfolio
-
Goldman Sachs Group Inc New York, NY34.4MShares$20.6 Billion3.23% of portfolio
-
Bank Of America Corp Charlotte, NC25.1MShares$15 Billion1.22% of portfolio
-
International Assets Investment Management, LLC Orlando, FL14.3MShares$8.53 Billion0.07% of portfolio