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 $4.72 Million. This represents 1.94% of its overall portfolio holdings.
Number of Shares
8,106
Previous 8,106
-0.0%
Holding current value
$4.72 Million
Previous $4.45 Billion
5.06%
% of portfolio
1.94%
Previous 2.09%
Shares
1 transactions
Others Institutions Holding SPY
# of Institutions
4,479Shares Held
572MCall Options Held
275MPut Options Held
401M-
Jpmorgan Chase & CO New York, NY56.3MShares$32.8 Billion2.7% of portfolio
-
Morgan Stanley New York, NY35MShares$20.3 Billion1.49% of portfolio
-
Goldman Sachs Group Inc New York, NY34.4MShares$20 Billion3.23% of portfolio
-
Bank Of America Corp Charlotte, NC25.1MShares$14.6 Billion1.22% of portfolio
-
International Assets Investment Management, LLC Orlando, FL14.3MShares$8.3 Billion0.07% of portfolio