Transform Wealth, LLC Spdr S&P 500 ETF Trust Transaction History
Transform Wealth, LLC
- $1.46 Billion
- Q3 2024
A detailed history of Transform Wealth, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Transform Wealth, LLC holds 72,671 shares of SPY stock, worth $42.1 Million. This represents 2.85% of its overall portfolio holdings.
Number of Shares
72,671
Previous 66,305
9.6%
Holding current value
$42.1 Million
Previous $36.1 Million
15.57%
% of portfolio
2.85%
Previous 2.76%
Shares
29 transactions
Others Institutions Holding SPY
# of Institutions
4,477Shares Held
572MCall Options Held
272MPut Options Held
391M-
Jpmorgan Chase & CO New York, NY56.3MShares$32.7 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$8.27 Billion0.07% of portfolio