Lifelong Wealth Advisors, Inc. Spdr S&P 500 ETF Trust Transaction History
Lifelong Wealth Advisors, Inc.
- $377 Billion
- Q4 2025
A detailed history of Lifelong Wealth Advisors, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Lifelong Wealth Advisors, Inc. holds 652 shares of SPY stock, worth $434,016. This represents 0.12% of its overall portfolio holdings.
Number of Shares
652
Previous 332
96.39%
Holding current value
$434,016
Previous $221 Million
101.03%
% of portfolio
0.12%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding SPY
# of Institutions
5,316Shares Held
557MCall Options Held
298MPut Options Held
700M-
Jpmorgan Chase & CO New York, NY49.7MShares$33.1 Billion2.18% of portfolio
-
Morgan Stanley New York, NY40.7MShares$27.1 Billion1.7% of portfolio
-
Goldman Sachs Group Inc New York, NY36.2MShares$24.1 Billion3.09% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$20.7 Billion1.45% of portfolio
-
Northern Trust Corp Chicago, IL13.8MShares$9.21 Billion1.21% of portfolio