Carlsbad Wealth Advisory Group, Inc. Spdr S&P 500 ETF Trust Transaction History
Carlsbad Wealth Advisory Group, Inc.
- $155 Billion
- Q2 2023
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
629Holding current value
$357,674% of portfolio
0.18%Shares
1 transactions
Others Institutions Holding SPY
# of Institutions
4,483Shares Held
573MCall Options Held
272MPut Options Held
391M-
Jpmorgan Chase & CO New York, NY56.3MShares$32 Billion2.7% of portfolio
-
Morgan Stanley New York, NY35MShares$19.9 Billion1.49% of portfolio
-
Goldman Sachs Group Inc New York, NY34.4MShares$19.6 Billion3.23% of portfolio
-
Bank Of America Corp Charlotte, NC25.1MShares$14.3 Billion1.22% of portfolio
-
International Assets Investment Management, LLC Orlando, FL14.3MShares$8.11 Billion0.07% of portfolio