Mark Sheptoff Financial Planning, LLC Spdr S&P 500 Fossil Fuel Reser Transaction History
Mark Sheptoff Financial Planning, LLC
- $186 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding SPYX
# of Institutions
223Shares Held
18.2MCall Options Held
0Put Options Held
225K-
Windmill Hill Asset Management LTD2.8MShares$135 Million73.93% of portfolio
-
Choate Investment Advisors Boston, MA2.67MShares$129 Million3.24% of portfolio
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Betterment LLC New York, NY1.97MShares$95.2 Million0.22% of portfolio
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Partners Capital Investment Group, LLP Boston, MA907KShares$43.9 Million0.73% of portfolio
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Lake Street Advisors Group, LLC873KShares$42.2 Million1.94% of portfolio