Pine Harbor Wealth Management, LLC Spdr S&P 500 ETF Trust Transaction History
Pine Harbor Wealth Management, LLC
- $170 Billion
- Q2 2024
A detailed history of Pine Harbor Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 773 shares of SPY stock, worth $441,413. This represents 0.25% of its overall portfolio holdings.
Number of Shares
773
Previous 661
16.94%
Holding current value
$441,413
Previous $346 Million
21.64%
% of portfolio
0.25%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding SPY
# of Institutions
4,488Shares Held
572MCall Options Held
272MPut Options Held
391M-
Jpmorgan Chase & CO New York, NY56.3MShares$32.2 Billion2.7% of portfolio
-
Morgan Stanley New York, NY35MShares$20 Billion1.49% of portfolio
-
Goldman Sachs Group Inc New York, NY34.4MShares$19.7 Billion3.23% of portfolio
-
Bank Of America Corp Charlotte, NC25.1MShares$14.4 Billion1.22% of portfolio
-
International Assets Investment Management, LLC Orlando, FL14.3MShares$8.14 Billion0.07% of portfolio