Luminvest Wealth Management LLC Spdr S&P 500 ETF Trust Transaction History
Luminvest Wealth Management LLC
- $241 Billion
- Q3 2024
A detailed history of Luminvest Wealth Management LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Luminvest Wealth Management LLC holds 8,106 shares of SPY stock, worth $4.83 Million. This represents 1.94% of its overall portfolio holdings.
Number of Shares
8,106
Previous 8,106
-0.0%
Holding current value
$4.83 Million
Previous $4.45 Billion
5.06%
% of portfolio
1.94%
Previous 2.09%
Shares
1 transactions
Others Institutions Holding SPY
# of Institutions
4,543Shares Held
592MCall Options Held
285MPut Options Held
653M-
Jpmorgan Chase & CO New York, NY56.7MShares$33.8 Billion2.67% of portfolio
-
Morgan Stanley New York, NY35.6MShares$21.2 Billion1.51% of portfolio
-
Goldman Sachs Group Inc New York, NY33.1MShares$19.7 Billion3.14% of portfolio
-
Bank Of America Corp Charlotte, NC29.6MShares$17.6 Billion1.43% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA18.3MShares$10.9 Billion1.88% of portfolio