Legacy Wealth Planning, LLC Spdr S&P 500 ETF Trust Transaction History
Legacy Wealth Planning, LLC
- $60.4 Million
- Q3 2022
A detailed history of Legacy Wealth Planning, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 719 shares of SPY stock, worth $438,374. This represents 0.43% of its overall portfolio holdings.
Number of Shares
719
Previous 1,019
29.44%
Holding current value
$438,374
Previous $384,000
33.07%
% of portfolio
0.43%
Previous 0.55%
Shares
12 transactions
Others Institutions Holding SPY
# of Institutions
4,930Shares Held
604MCall Options Held
310MPut Options Held
670M-
Jpmorgan Chase & CO New York, NY53.2MShares$32.4 Billion2.54% of portfolio
-
Morgan Stanley New York, NY33.3MShares$20.3 Billion1.41% of portfolio
-
Goldman Sachs Group Inc New York, NY32.3MShares$19.7 Billion3.09% of portfolio
-
Bank Of America Corp Charlotte, NC29.8MShares$18.2 Billion1.5% of portfolio
-
Capula Management LTD Grand Cayman, E918.1MShares$11 Billion65.46% of portfolio