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 $2.14 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
3,602
Previous 3,512
2.56%
Holding current value
$2.14 Million
Previous $1.84 Billion
12.5%
% of portfolio
0.87%
Previous 1.41%
Shares
3 transactions
Others Institutions Holding SPY
# of Institutions
4,543Shares Held
592MCall Options Held
285MPut Options Held
653M-
Jpmorgan Chase & CO New York, NY56.7MShares$33.6 Billion2.67% of portfolio
-
Morgan Stanley New York, NY35.6MShares$21.2 Billion1.51% of portfolio
-
Goldman Sachs Group Inc New York, NY33.1MShares$19.7 Billion3.14% of portfolio
-
Bank Of America Corp Charlotte, NC29.6MShares$17.6 Billion1.43% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA18.3MShares$10.9 Billion1.88% of portfolio