Shared Vision Wealth Group LLC Spdr S&P 500 ETF Trust Transaction History
Shared Vision Wealth Group LLC
- $160 Billion
- Q1 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 4,964 shares of SPY stock, worth $2.79 Million. This represents 1.62% of its overall portfolio holdings.
Number of Shares
4,964
Previous 4,964
-0.0%
Holding current value
$2.79 Million
Previous $2.36 Billion
10.05%
% of portfolio
1.62%
Previous 1.58%
Shares
1 transactions
Others Institutions Holding SPY
# of Institutions
4,341Shares Held
584MCall Options Held
250MPut Options Held
483M-
Jpmorgan Chase & CO New York, NY60.4MShares$33.9 Billion2.87% of portfolio
-
Goldman Sachs Group Inc New York, NY36.7MShares$20.6 Billion3.46% of portfolio
-
Morgan Stanley New York, NY33MShares$18.5 Billion1.4% of portfolio
-
Bank Of America Corp Charlotte, NC24.3MShares$13.7 Billion1.21% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA19.2MShares$10.8 Billion1.77% of portfolio