Wescott Financial Advisory Group, LLC Spdr S&P 500 ETF Trust Transaction History
Wescott Financial Advisory Group, LLC
- $822 Million
- Q3 2024
A detailed history of Wescott Financial Advisory Group, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 1,865 shares of SPY stock, worth $1.09 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,865
Previous 1,767
5.55%
Holding current value
$1.09 Million
Previous $961,000
11.34%
% of portfolio
0.13%
Previous 0.13%
Shares
9 transactions
Others Institutions Holding SPY
# of Institutions
4,552Shares Held
593MCall Options Held
285MPut Options Held
653M-
Jpmorgan Chase & CO New York, NY56.7MShares$33.2 Billion2.67% of portfolio
-
Morgan Stanley New York, NY35.6MShares$20.9 Billion1.51% of portfolio
-
Goldman Sachs Group Inc New York, NY33.1MShares$19.4 Billion3.14% of portfolio
-
Bank Of America Corp Charlotte, NC29.6MShares$17.3 Billion1.43% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA18.3MShares$10.7 Billion1.88% of portfolio