Holistic Planning, LLC Spdr S&P 500 ETF Trust Transaction History
Holistic Planning, LLC
- $236 Billion
- Q3 2024
A detailed history of Holistic Planning, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Holistic Planning, LLC holds 3,602 shares of SPY stock, worth $2.13 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
3,602
Previous 3,512
2.56%
Holding current value
$2.13 Million
Previous $1.84 Billion
12.5%
% of portfolio
0.87%
Previous 1.41%
Shares
3 transactions
Others Institutions Holding SPY
# of Institutions
4,500Shares Held
582MCall Options Held
273MPut Options Held
393M-
Jpmorgan Chase & CO New York, NY56.3MShares$33.3 Billion2.7% of portfolio
-
Morgan Stanley New York, NY35MShares$20.7 Billion1.49% of portfolio
-
Goldman Sachs Group Inc New York, NY34.4MShares$20.4 Billion3.23% of portfolio
-
Bank Of America Corp Charlotte, NC25.1MShares$14.9 Billion1.22% of portfolio
-
International Assets Investment Management, LLC Orlando, FL14.3MShares$8.43 Billion0.07% of portfolio