Vestia Personal Wealth Advisors Spdr S&P 500 ETF Trust Transaction History
Vestia Personal Wealth Advisors
- $106 Billion
- Q3 2024
A detailed history of Vestia Personal Wealth Advisors transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 1,602 shares of SPY stock, worth $946,846. This represents 0.87% of its overall portfolio holdings.
Number of Shares
1,602
Previous 1,586
1.01%
Holding current value
$946,846
Previous $863 Million
6.54%
% of portfolio
0.87%
Previous 0.92%
Shares
2 transactions
Others Institutions Holding SPY
# of Institutions
4,500Shares Held
582MCall Options Held
273MPut Options Held
393M-
Jpmorgan Chase & CO New York, NY56.3MShares$33.3 Billion2.7% of portfolio
-
Morgan Stanley New York, NY35MShares$20.7 Billion1.49% of portfolio
-
Goldman Sachs Group Inc New York, NY34.4MShares$20.4 Billion3.23% of portfolio
-
Bank Of America Corp Charlotte, NC25.1MShares$14.9 Billion1.22% of portfolio
-
International Assets Investment Management, LLC Orlando, FL14.3MShares$8.43 Billion0.07% of portfolio