Icon Wealth Partners, LLC Spdr S&P 500 ETF Trust Transaction History
Icon Wealth Partners, LLC
- $878 Million
- Q3 2023
A detailed history of Icon Wealth Partners, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 26,699 shares of SPY stock, worth $16.3 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
26,699
Previous 26,839
0.52%
Holding current value
$16.3 Million
Previous $11.9 Million
4.07%
% of portfolio
1.3%
Previous 1.26%
Shares
18 transactions
Others Institutions Holding SPY
# of Institutions
4,930Shares Held
604MCall Options Held
310MPut Options Held
670M-
Jpmorgan Chase & CO New York, NY53.2MShares$32.4 Billion2.54% of portfolio
-
Morgan Stanley New York, NY33.3MShares$20.3 Billion1.41% of portfolio
-
Goldman Sachs Group Inc New York, NY32.3MShares$19.7 Billion3.09% of portfolio
-
Bank Of America Corp Charlotte, NC29.8MShares$18.2 Billion1.5% of portfolio
-
Capula Management LTD Grand Cayman, E918.1MShares$11 Billion65.46% of portfolio