Moulton Wealth Management, Inc Spdr S&P 500 ETF Trust Transaction History
Moulton Wealth Management, Inc
- $129 Million
- Q4 2024
A detailed history of Moulton Wealth Management, Inc transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 466 shares of SPY stock, worth $280,429. This represents 0.21% of its overall portfolio holdings.
Number of Shares
466
Previous 492
5.28%
Holding current value
$280,429
Previous $282,000
3.19%
% of portfolio
0.21%
Previous 0.24%
Shares
4 transactions
Others Institutions Holding SPY
# of Institutions
4,696Shares Held
580MCall Options Held
288MPut Options Held
680M-
Jpmorgan Chase & CO New York, NY56.7MShares$34.1 Billion2.66% of portfolio
-
Morgan Stanley New York, NY35.6MShares$21.4 Billion1.51% of portfolio
-
Goldman Sachs Group Inc New York, NY33.1MShares$19.9 Billion3.14% of portfolio
-
Proficio Capital Partners LLC Newton, MA32.7MShares$19.7 Billion10.85% of portfolio
-
Bank Of America Corp Charlotte, NC29.6MShares$17.8 Billion1.43% of portfolio