Institute For Wealth Management, Llc. Spdr S&P 500 ETF Trust Transaction History
Institute For Wealth Management, Llc.
- $737 Million
- Q2 2024
A detailed history of Institute For Wealth Management, Llc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 9,520 shares of SPY stock, worth $5.14 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
9,520
Previous 3,600
164.44%
Holding current value
$5.14 Million
Previous $1.88 Million
175.09%
% of portfolio
0.7%
Previous 0.25%
Shares
30 transactions
Others Institutions Holding SPY
# of Institutions
4,424Shares Held
557MCall Options Held
274MPut Options Held
402M-
Jpmorgan Chase & CO New York, NY56.3MShares$30.4 Billion2.7% of portfolio
-
Morgan Stanley New York, NY35MShares$18.9 Billion1.49% of portfolio
-
Goldman Sachs Group Inc New York, NY34.4MShares$18.6 Billion3.23% of portfolio
-
Bank Of America Corp Charlotte, NC25.1MShares$13.6 Billion1.22% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA13.7MShares$7.38 Billion1.41% of portfolio