Shanker Valleau Wealth Advisors, Inc. Spdr S&P 500 ETF Trust Transaction History
Shanker Valleau Wealth Advisors, Inc.
- $234 Million
- Q2 2024
A detailed history of Shanker Valleau Wealth Advisors, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Shanker Valleau Wealth Advisors, Inc. holds 646 shares of SPY stock, worth $360,920. This represents 0.15% of its overall portfolio holdings.
Number of Shares
646
Previous 646
-0.0%
Holding current value
$360,920
Previous $337,000
4.15%
% of portfolio
0.15%
Previous 0.16%
Shares
7 transactions
Others Institutions Holding SPY
# of Institutions
4,412Shares Held
557MCall Options Held
274MPut Options Held
402M-
Jpmorgan Chase & CO New York, NY56.3MShares$31.5 Billion2.7% of portfolio
-
Morgan Stanley New York, NY35MShares$19.5 Billion1.49% of portfolio
-
Goldman Sachs Group Inc New York, NY34.4MShares$19.2 Billion3.23% of portfolio
-
Bank Of America Corp Charlotte, NC25.1MShares$14 Billion1.22% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA13.7MShares$7.64 Billion1.41% of portfolio