Novak & Powell Financial Services, Inc. Shp ETF Tr Neos S&P 500 High I Transaction History

Novak & Powell Financial Services, Inc.

  • $161 Billion
  • Q1 2025

A detailed history of Novak & Powell Financial Services, Inc. transactions in Shp ETF Tr Neos S&P 500 High I stock. As of the latest transaction made, Novak & Powell Financial Services, Inc. holds 6,654 shares of SPYI stock, worth $0. This represents 0.2% of its overall portfolio holdings.

Number of Shares
6,654
Previous 6,651 0.05%
Holding current value
$0
Previous $338 Million 5.72%
% of portfolio
0.2%
Previous 0.2%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
N/A
3 Added 0.05%
6,654 $319 Million
Q4 2024

Feb 14, 2025
BUY
N/A
771 Added 13.11%
6,651 $338 Million
Q3 2024

Nov 14, 2024
BUY
N/A
780 Added 15.29%
5,880 $301 Million
Q2 2024

Aug 15, 2024
BUY
N/A
5,100 New
5,100 $256 Million

Others Institutions Holding SPYI

# of Institutions
197
Shares Held
9.1M
Call Options Held
31.7K
Put Options Held
80.2K
View Full List

About SHP ETF TR NEOS S&P 500 HIGH I

SPYI Quotes by TradingView
  • Ticker SPYI
More about SPYI
Track This Portfolio

Track Novak & Powell Financial Services, Inc. Portfolio

Follow Novak & Powell Financial Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Novak & Powell Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Novak & Powell Financial Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email