Kellett Schaffner Wealth Advisors LLC Spdr S&P 500 ETF Trust Transaction History
Kellett Schaffner Wealth Advisors LLC
- $144 Million
- Q1 2024
A detailed history of Kellett Schaffner Wealth Advisors LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Kellett Schaffner Wealth Advisors LLC holds 869 shares of SPY stock, worth $483,007. This represents 0.31% of its overall portfolio holdings.
Number of Shares
869
Previous 784
10.84%
Holding current value
$483,007
Previous $372,000
22.04%
% of portfolio
0.31%
Previous 0.28%
Shares
8 transactions
Others Institutions Holding SPY
# of Institutions
4,339Shares 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$20.4 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$10.7 Billion1.77% of portfolio