Monument Group Wealth Advisors, LLC Spdr S&P 500 ETF Trust Transaction History

Monument Group Wealth Advisors, LLC

  • $166 Billion
  • Q3 2024

A detailed history of Monument Group Wealth Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 606 shares of SPY stock, worth $358,236. This represents 0.21% of its overall portfolio holdings.

Number of Shares
606
Previous 606 -0.0%
Holding current value
$358,236
Previous $330 Million 5.43%
% of portfolio
0.21%
Previous 0.22%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 01, 2024
BUY
$410.68 - $476.69 $248,872 - $288,874
606 New
606 $288 Million

Others Institutions Holding SPY

# of Institutions
4,553
Shares Held
593M
Call Options Held
285M
Put Options Held
653M
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 Monument Group Wealth Advisors, LLC Portfolio

Follow Monument Group Wealth Advisors, 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 Monument Group Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Monument Group Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email