Wealthquest Corp Spdr S&P 500 ETF Trust Transaction History
Wealthquest Corp
- $635 Million
- Q2 2024
A detailed history of Wealthquest Corp transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Wealthquest Corp holds 5,031 shares of SPY stock, worth $2.89 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
5,031
Previous 5,019
0.24%
Holding current value
$2.89 Million
Previous $2.63 Million
4.27%
% of portfolio
0.43%
Previous 0.34%
Shares
18 transactions
Others Institutions Holding SPY
# of Institutions
4,433Shares Held
557MCall Options Held
275MPut Options Held
402M-
Jpmorgan Chase & CO New York, NY56.3MShares$32.3 Billion2.7% of portfolio
-
Morgan Stanley New York, NY35MShares$20.1 Billion1.49% of portfolio
-
Goldman Sachs Group Inc New York, NY34.4MShares$19.8 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$7.84 Billion1.41% of portfolio