Landmark Wealth Management, LLC Spdr S&P 500 ETF Trust Transaction History

Landmark Wealth Management, LLC

  • $216 Million
  • Q1 2024

A detailed history of Landmark Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Landmark Wealth Management, LLC holds 762 shares of SPY stock, worth $422,635. This represents 0.18% of its overall portfolio holdings.

Number of Shares
762
Previous 453 68.21%
Holding current value
$422,635
Previous $215,000 85.58%
% of portfolio
0.18%
Previous 0.11%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024
BUY
$467.28 - $523.17 $144,389 - $161,659
309 Added 68.21%
762 $399,000
Q4 2023

Jan 22, 2024
BUY
$410.68 - $476.69 $186,038 - $215,940
453 New
453 $215,000
Q2 2023

Jul 14, 2023
BUY
$404.36 - $443.28 $183,579 - $201,249
454 New
454 $201,000
Q4 2022

Jan 20, 2023
BUY
$357.63 - $407.42 $199,557 - $227,340
558 New
558 $213,000
Q2 2022

Jul 21, 2022
SELL
$365.86 - $456.8 $86,342 - $107,804
-236 Reduced 25.38%
694 $262,000
Q1 2022

Apr 26, 2022
BUY
$416.25 - $477.71 $387,112 - $444,270
930 New
930 $420,000

Others Institutions Holding SPY

# of Institutions
4,335
Shares Held
584M
Call Options Held
250M
Put Options Held
483M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
Track This Portfolio

Track Landmark Wealth Management, LLC Portfolio

Follow Landmark Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Landmark Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Landmark Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email