Morris Retirement Advisors, LLC Spdr S&P 500 Fossil Fuel Reser Transaction History
Morris Retirement Advisors, LLC
- $180 Million
- Q3 2024
A detailed history of Morris Retirement Advisors, LLC transactions in Spdr S&P 500 Fossil Fuel Reser stock. As of the latest transaction made, Morris Retirement Advisors, LLC holds 5,449 shares of SPYX stock, worth $255,558. This represents 0.14% of its overall portfolio holdings.
Number of Shares
5,449
Previous 5,449
-0.0%
Holding current value
$255,558
Previous $243,000
5.76%
% of portfolio
0.14%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding SPYX
# of Institutions
214Shares Held
18MCall Options Held
0Put Options Held
0-
Windmill Hill Asset Management LTD2.8MShares$131 Million73.93% of portfolio
-
Choate Investment Advisors Boston, MA2.68MShares$126 Million3.15% of portfolio
-
Betterment LLC New York, NY1.96MShares$91.9 Million0.23% of portfolio
-
Lake Street Advisors Group, LLC873KShares$40.9 Million1.94% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA736KShares$34.5 Million0.62% of portfolio