One Ascent Wealth Management LLC Spdr S&P 500 ETF Trust Transaction History
One Ascent Wealth Management LLC
- $263 Million
- Q3 2024
A detailed history of One Ascent Wealth Management LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 1,211 shares of SPY stock, worth $728,174. This represents 0.26% of its overall portfolio holdings.
Number of Shares
1,211
Previous 952
27.21%
Holding current value
$728,174
Previous $518,000
34.56%
% of portfolio
0.26%
Previous 0.27%
Shares
6 transactions
Others Institutions Holding SPY
# of Institutions
4,553Shares Held
593MCall Options Held
285MPut Options Held
653M-
Jpmorgan Chase & CO New York, NY56.7MShares$34.1 Billion2.67% of portfolio
-
Morgan Stanley New York, NY35.6MShares$21.4 Billion1.51% of portfolio
-
Goldman Sachs Group Inc New York, NY33.1MShares$19.9 Billion3.14% of portfolio
-
Bank Of America Corp Charlotte, NC29.6MShares$17.8 Billion1.43% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA18.3MShares$11 Billion1.88% of portfolio