Total Wealth Planning, LLC Spdr S&P 500 ETF Trust Transaction History
Total Wealth Planning, LLC
- $558 Million
- Q2 2024
A detailed history of Total Wealth Planning, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Total Wealth Planning, LLC holds 1,159 shares of SPY stock, worth $662,333. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,159
Previous 1,276
9.17%
Holding current value
$662,333
Previous $667,000
5.55%
% of portfolio
0.11%
Previous 0.12%
Shares
9 transactions
Others Institutions Holding SPY
# of Institutions
4,431Shares Held
557MCall Options Held
275MPut Options Held
402M-
Jpmorgan Chase & CO New York, NY56.3MShares$32.2 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$7.81 Billion1.41% of portfolio