One Ascent Wealth Management LLC Spdr S&P 500 ETF Trust Transaction History
One Ascent Wealth Management LLC
- $192 Million
- Q2 2024
A detailed history of One Ascent Wealth Management LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 952 shares of SPY stock, worth $546,314. This represents 0.27% of its overall portfolio holdings.
Number of Shares
952
Previous 938
1.49%
Holding current value
$546,314
Previous $491,000
5.5%
% of portfolio
0.27%
Previous 0.19%
Shares
5 transactions
Others Institutions Holding SPY
# of Institutions
4,433Shares Held
557MCall Options Held
275MPut Options Held
402M-
Jpmorgan Chase & CO New York, NY56.3MShares$32.3 Billion2.7% of portfolio
-
Morgan Stanley New York, NY35MShares$20.1 Billion1.49% of portfolio
-
Goldman Sachs Group Inc New York, NY34.4MShares$19.8 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$7.84 Billion1.41% of portfolio