Morton Brown Family Wealth, LLC Spdr S&P 500 ETF Trust Transaction History
Morton Brown Family Wealth, LLC
- $260 Million
- Q2 2024
A detailed history of Morton Brown Family Wealth, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 22,253 shares of SPY stock, worth $12.8 Million. This represents 4.65% of its overall portfolio holdings.
Number of Shares
22,253
Previous 22,895
2.8%
Holding current value
$12.8 Million
Previous $12 Million
1.13%
% of portfolio
4.65%
Previous 4.95%
Shares
11 transactions
Others Institutions Holding SPY
# of Institutions
4,433Shares Held
559MCall Options Held
275MPut Options Held
402M-
Jpmorgan Chase & CO New York, NY56.3MShares$32.3 Billion2.7% of portfolio
-
Morgan Stanley New York, NY35MShares$20 Billion1.49% of portfolio
-
Goldman Sachs Group Inc New York, NY34.4MShares$19.7 Billion3.23% of portfolio
-
Bank Of America Corp Charlotte, NC25.1MShares$14.4 Billion1.22% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA13.7MShares$7.83 Billion1.41% of portfolio