Sensible Financial Planning & Management, Llc. Spdr S&P 500 Fossil Fuel Reser Transaction History
Sensible Financial Planning & Management, Llc.
- $507 Million
- Q3 2024
A detailed history of Sensible Financial Planning & Management, Llc. transactions in Spdr S&P 500 Fossil Fuel Reser stock. As of the latest transaction made, Sensible Financial Planning & Management, Llc. holds 386,001 shares of SPYX stock, worth $18.1 Million. This represents 3.6% of its overall portfolio holdings.
Number of Shares
386,001
Previous 384,540
0.38%
Holding current value
$18.1 Million
Previous $17.2 Million
6.35%
% of portfolio
3.6%
Previous 3.71%
Shares
22 transactions
Others Institutions Holding SPYX
# of Institutions
214Shares Held
18MCall Options Held
0Put Options Held
0-
Windmill Hill Asset Management LTD2.8MShares$131 Million73.93% of portfolio
-
Choate Investment Advisors Boston, MA2.68MShares$126 Million3.15% of portfolio
-
Betterment LLC New York, NY1.96MShares$91.9 Million0.23% of portfolio
-
Lake Street Advisors Group, LLC873KShares$40.9 Million1.94% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA736KShares$34.5 Million0.62% of portfolio