Perfromance Wealth Partners, LLC Spdr S&P 500 ETF Trust Transaction History
Perfromance Wealth Partners, LLC
- $2.89 Billion
- Q3 2024
A detailed history of Perfromance Wealth Partners, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 16,650 shares of SPY stock, worth $9.69 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
16,650
Previous 15,653
6.37%
Holding current value
$9.69 Million
Previous $8.52 Million
12.16%
% of portfolio
0.33%
Previous 0.31%
Shares
12 transactions
Others Institutions Holding SPY
# of Institutions
4,475Shares Held
572MCall Options Held
275MPut Options Held
401M-
Jpmorgan Chase & CO New York, NY56.3MShares$32.8 Billion2.7% of portfolio
-
Morgan Stanley New York, NY35MShares$20.3 Billion1.49% of portfolio
-
Goldman Sachs Group Inc New York, NY34.4MShares$20 Billion3.23% of portfolio
-
Bank Of America Corp Charlotte, NC25.1MShares$14.6 Billion1.22% of portfolio
-
International Assets Investment Management, LLC Orlando, FL14.3MShares$8.3 Billion0.07% of portfolio