Wealth Management Solutions, LLC Spdr S&P 500 ETF Trust Transaction History
Wealth Management Solutions, LLC
- $145 Million
- Q3 2023
A detailed history of Wealth Management Solutions, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Wealth Management Solutions, LLC holds 484 shares of SPY stock, worth $276,591. This represents 0.14% of its overall portfolio holdings.
Number of Shares
484
Previous 500
3.2%
Holding current value
$276,591
Previous $221,000
6.79%
% of portfolio
0.14%
Previous 0.15%
Shares
4 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