Precedent Wealth Partners, LLC Spdr S&P 500 ETF Trust Transaction History
Precedent Wealth Partners, LLC
- $248 Billion
- Q2 2024
A detailed history of Precedent Wealth Partners, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 1,927 shares of SPY stock, worth $1.1 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
1,927
Previous 1,924
0.16%
Holding current value
$1.1 Million
Previous $1.01 Billion
4.21%
% of portfolio
0.42%
Previous 0.43%
Shares
2 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 Billion2.7% of portfolio
-
Morgan Stanley New York, NY35MShares$19.9 Billion1.49% of portfolio
-
Goldman Sachs Group Inc New York, NY34.4MShares$19.6 Billion3.23% of portfolio
-
Bank Of America Corp Charlotte, NC25.1MShares$14.3 Billion1.22% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA13.7MShares$7.77 Billion1.41% of portfolio