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Wealth Management Solutions, LLC

SEC CIK
0001905979
Latest filing
Oct 25, 2023

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Wealth Management Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overviewAll 13F holders of SPYFull Q3 2023 holdings

Shares (Q3 2023)
484
Value
$207.0K
% of portfolio
0.1%
Quarters held
4
Since Q4 2022
Holdings of SPY by Wealth Management Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 2023484$207.0K0.1%−16−3.2%ReducedHolders
Q2 2023500$221.7K0.1%−156−23.8%ReducedHolders
Q1 2023656$268.6K0.2%−2−0.3%ReducedHolders
Q4 2022658$252.0K0.1%+658NewHolders