North Berkeley Wealth Management, LLC Spdr S&P 500 Fossil Fuel Reser Transaction History
North Berkeley Wealth Management, LLC
- $98.5 Billion
- Q4 2024
A detailed history of North Berkeley Wealth Management, LLC transactions in Spdr S&P 500 Fossil Fuel Reser stock. As of the latest transaction made, North Berkeley Wealth Management, LLC holds 5,557 shares of SPYX stock, worth $252,954. This represents 0.27% of its overall portfolio holdings.
Number of Shares
5,557Holding current value
$252,954% of portfolio
0.27%Shares
1 transactions
Others Institutions Holding SPYX
# of Institutions
233Shares Held
21MCall Options Held
0Put Options Held
0-
Windmill Hill Asset Management LTD5.25MShares$239 Million86.1% of portfolio
-
Choate Investment Advisors Boston, MA2.6MShares$119 Million3.04% of portfolio
-
Betterment LLC New York, NY1.93MShares$88 Million0.22% of portfolio
-
Lake Street Advisors Group, LLC874KShares$39.8 Million1.98% of portfolio
-
Bank Of America Corp Charlotte, NC670KShares$30.5 Million0.0% of portfolio