Invenio Wealth Partners LLC Spdr S&P 500 ETF Trust Transaction History
Invenio Wealth Partners LLC
- $186 Billion
- Q1 2024
A detailed history of Invenio Wealth Partners LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 12,167 shares of SPY stock, worth $6.75 Million. This represents 3.43% of its overall portfolio holdings.
Number of Shares
12,167
Previous 13,015
6.52%
Holding current value
$6.75 Million
Previous $6.19 Billion
2.88%
% of portfolio
3.43%
Previous 4.47%
Shares
4 transactions
Others Institutions Holding SPY
# of Institutions
4,336Shares Held
584MCall Options Held
250MPut Options Held
483M-
Jpmorgan Chase & CO New York, NY60.4MShares$33.5 Billion2.87% of portfolio
-
Goldman Sachs Group Inc New York, NY36.7MShares$20.3 Billion3.46% of portfolio
-
Morgan Stanley New York, NY33MShares$18.3 Billion1.4% of portfolio
-
Bank Of America Corp Charlotte, NC24.3MShares$13.5 Billion1.21% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA19.2MShares$10.6 Billion1.77% of portfolio