Fonville Wealth Management LLC Spdr S&P 500 ETF Trust Transaction History

Fonville Wealth Management LLC

  • $303 Billion
  • Q4 2024

A detailed history of Fonville Wealth Management LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Fonville Wealth Management LLC holds 585 shares of SPY stock, worth $327,243. This represents 0.11% of its overall portfolio holdings.

Number of Shares
585
Previous 585 -0.0%
Holding current value
$327,243
Previous $336 Million 2.19%
% of portfolio
0.11%
Previous 0.12%

Shares

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

Oct 28, 2024
BUY
$517.38 - $573.86 $68,811 - $76,323
133 Added 29.42%
585 $336 Million
Q2 2024

Jul 30, 2024
BUY
$495.16 - $548.49 $7,922 - $8,775
16 Added 3.67%
452 $246 Million
Q4 2023

Jan 31, 2024
BUY
$410.68 - $476.69 $179,056 - $207,836
436 New
436 $208 Million

Others Institutions Holding SPY

# of Institutions
5,020
Shares Held
598M
Call Options Held
370M
Put Options Held
676M
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 Fonville Wealth Management LLC Portfolio

Follow Fonville Wealth Management 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 Fonville Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fonville Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email