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 $283,759. This represents 0.14% of its overall portfolio holdings.

Number of Shares
484
Previous 500 3.2%
Holding current value
$283,759
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
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