Talisman Wealth Advisors LLC Spdr S&P 500 ETF Trust Transaction History

Talisman Wealth Advisors LLC

  • $96.1 Million
  • Q3 2024

A detailed history of Talisman Wealth Advisors LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 467 shares of SPY stock, worth $277,869. This represents 0.28% of its overall portfolio holdings.

Number of Shares
467
Previous 477 2.1%
Holding current value
$277,869
Previous $259,000 3.09%
% of portfolio
0.28%
Previous 0.3%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$517.38 - $573.86 $5,173 - $5,738
-10 Reduced 2.1%
467 $267,000
Q2 2024

Aug 14, 2024
BUY
$495.16 - $548.49 $236,191 - $261,629
477 New
477 $259,000

Others Institutions Holding SPY

# of Institutions
4,553
Shares Held
593M
Call Options Held
285M
Put Options Held
653M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
Track This Portfolio

Track Talisman Wealth Advisors LLC Portfolio

Follow Talisman Wealth Advisors 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 Talisman Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Talisman Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email