Schrum Private Wealth Management LLC Spdr S&P 500 ETF Trust Transaction History
Schrum Private Wealth Management LLC
- $111 Million
- Q2 2024
A detailed history of Schrum Private Wealth Management LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 19,982 shares of SPY stock, worth $11.4 Million. This represents 9.82% of its overall portfolio holdings.
Number of Shares
19,982
Previous 19,911
0.36%
Holding current value
$11.4 Million
Previous $10.4 Million
4.42%
% of portfolio
9.82%
Previous 9.47%
Shares
11 transactions
Others Institutions Holding SPY
# of Institutions
4,432Shares Held
559MCall 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 Billion1.49% of portfolio
-
Goldman Sachs Group Inc New York, NY34.4MShares$19.7 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$7.83 Billion1.41% of portfolio