Ullmann Wealth Partners Group, LLC Spdr S&P 500 ETF Trust Transaction History
Ullmann Wealth Partners Group, LLC
- $774 Million
- Q4 2024
A detailed history of Ullmann Wealth Partners Group, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 18,152 shares of SPY stock, worth $10.8 Million. This represents 1.37% of its overall portfolio holdings.
Number of Shares
18,152
Previous 18,174
0.12%
Holding current value
$10.8 Million
Previous $10.4 Million
2.0%
% of portfolio
1.37%
Previous 1.35%
Shares
23 transactions
Others Institutions Holding SPY
# of Institutions
4,587Shares Held
576MCall Options Held
285MPut Options Held
653M-
Jpmorgan Chase & CO New York, NY56.7MShares$33.9 Billion2.66% of portfolio
-
Morgan Stanley New York, NY35.6MShares$21.3 Billion1.51% of portfolio
-
Goldman Sachs Group Inc New York, NY33.1MShares$19.8 Billion3.14% of portfolio
-
Bank Of America Corp Charlotte, NC29.6MShares$17.7 Billion1.43% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA18.3MShares$10.9 Billion1.88% of portfolio