Redmont Wealth Advisors LLC Spdr S&P 500 ETF Trust Transaction History

Redmont Wealth Advisors LLC

  • $69.1 Million
  • Q1 2024

A detailed history of Redmont Wealth Advisors LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Redmont Wealth Advisors LLC holds 6,362 shares of SPY stock, worth $3.53 Million. This represents 4.81% of its overall portfolio holdings.

Number of Shares
6,362
Previous 3,589 77.26%
Holding current value
$3.53 Million
Previous $1.71 Million 95.13%
% of portfolio
4.81%
Previous 2.58%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024
BUY
$467.28 - $523.17 $1.3 Million - $1.45 Million
2,773 Added 77.26%
6,362 $3.33 Million
Q4 2023

Jan 31, 2024
BUY
$410.68 - $476.69 $1.47 Million - $1.71 Million
3,589 New
3,589 $1.71 Million
Q3 2022

Nov 14, 2022
SELL
$357.18 - $429.7 $178,590 - $214,850
-500 Reduced 16.13%
2,600 $929,000
Q1 2022

May 16, 2022
BUY
$416.25 - $477.71 $208,125 - $238,855
500 Added 19.23%
3,100 $1.4 Million
Q4 2021

Feb 14, 2022
BUY
$428.64 - $477.48 $1.11 Million - $1.24 Million
2,600 New
2,600 $1.24 Million

Others Institutions Holding SPY

# of Institutions
4,335
Shares Held
584M
Call Options Held
250M
Put Options Held
483M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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