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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 25, 2023

SELL
$425.88 - $457.79 $6,814 - $7,324
-16 Reduced 3.2%
484 $206,000
Q2 2023

Aug 03, 2023

SELL
$404.36 - $443.28 $63,080 - $69,151
-156 Reduced 23.78%
500 $221,000
Q1 2023

May 05, 2023

SELL
$379.5 - $416.78 $759 - $833
-2 Reduced 0.3%
656 $268,000
Q4 2022

Feb 09, 2023

BUY
$357.63 - $407.42 $235,320 - $268,082
658 New
658 $251,000

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 Wealth Management Solutions, LLC Portfolio

Follow Wealth Management Solutions, 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 Wealth Management Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Management Solutions, LLC with notifications on news.