Institute For Wealth Management, Llc. Spdr S&P 500 Fossil Fuel Reser Transaction History
Institute For Wealth Management, Llc.
- $874 Million
- Q2 2025
A detailed history of Institute For Wealth Management, Llc. transactions in Spdr S&P 500 Fossil Fuel Reser stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 131,654 shares of SPYX stock, worth $6.9 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
131,654
Previous 134,556
2.16%
Holding current value
$6.9 Million
Previous $6.16 Million
8.94%
% of portfolio
0.77%
Previous 0.81%
Shares
23 transactions
Others Institutions Holding SPYX
# of Institutions
251Shares Held
21MCall Options Held
0Put Options Held
0-
Windmill Hill Asset Management LTD5.93MShares$311 Million85.48% of portfolio
-
Choate Investment Advisors Boston, MA2.52MShares$132 Million2.96% of portfolio
-
Betterment LLC New York, NY1.93MShares$101 Million0.21% of portfolio
-
Lake Street Advisors Group, LLC874KShares$45.8 Million1.98% of portfolio
-
Bank Of America Corp Charlotte, NC846KShares$44.4 Million0.0% of portfolio