A detailed history of Unique Wealth Strategies, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Unique Wealth Strategies, LLC holds 625 shares of SPY stock, worth $357,168. This represents 0.15% of its overall portfolio holdings.

Number of Shares
625
Previous 625 -0.0%
Holding current value
$357,168
Previous $327 Million -0.0%
% of portfolio
0.15%
Previous 0.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024

SELL
$467.28 - $523.17 $64,484 - $72,197
-138 Reduced 18.09%
625 $327 Million
Q4 2023

Feb 05, 2024

BUY
$410.68 - $476.69 $313,348 - $363,714
763 New
763 $363 Million

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
Track This Portfolio

Track Unique Wealth Strategies, LLC Portfolio

Follow Unique Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Unique Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Unique Wealth Strategies, LLC with notifications on news.