A detailed history of Carlsbad Wealth Advisory Group, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Carlsbad Wealth Advisory Group, Inc. holds 629 shares of SPY stock, worth $357,674. This represents 0.18% of its overall portfolio holdings.

Number of Shares
629
Holding current value
$357,674
% of portfolio
0.18%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 27, 2023

BUY
$404.36 - $443.28 $254,342 - $278,823
629 New
629 $279 Million

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 Carlsbad Wealth Advisory Group, Inc. Portfolio

Follow Carlsbad Wealth Advisory Group, Inc. 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 Carlsbad Wealth Advisory Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Carlsbad Wealth Advisory Group, Inc. with notifications on news.