Ullmann Wealth Partners Group, LLC Spdr S&P 500 ETF Trust Transaction History
Ullmann Wealth Partners Group, LLC
- $772 Million
- Q3 2024
A detailed history of Ullmann Wealth Partners Group, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 18,174 shares of SPY stock, worth $10.5 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
18,174
Previous 15,793
15.08%
Holding current value
$10.5 Million
Previous $8.59 Million
21.35%
% of portfolio
1.35%
Previous 1.23%
Shares
22 transactions
Others Institutions Holding SPY
# of Institutions
4,479Shares Held
572MCall Options Held
275MPut Options Held
401M-
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