Moulton Wealth Management, Inc Spdr S&P 500 ETF Trust Transaction History
Moulton Wealth Management, Inc
- $95.4 Million
- Q1 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 489 shares of SPY stock, worth $266,123. This represents 0.27% of its overall portfolio holdings.
Number of Shares
489
Previous 489
-0.0%
Holding current value
$266,123
Previous $232,000
9.91%
% of portfolio
0.27%
Previous 0.3%
Shares
1 transactions
Others Institutions Holding SPY
# of Institutions
4,334Shares Held
584MCall Options Held
250MPut Options Held
483M-
Jpmorgan Chase & CO New York, NY60.4MShares$32.8 Billion2.87% of portfolio
-
Goldman Sachs Group Inc New York, NY36.7MShares$19.9 Billion3.46% of portfolio
-
Morgan Stanley New York, NY33MShares$17.9 Billion1.4% of portfolio
-
Bank Of America Corp Charlotte, NC24.3MShares$13.2 Billion1.21% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA19.2MShares$10.4 Billion1.77% of portfolio