Spdr S&p 500 Etf shares owned by Keudell/Morrison Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Keudell/Morrison Wealth Management
from 13F filings
Historical chart of Keudell/Morrison Wealth Management investment in Spdr S&p 500 Etf
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $348k | 665 | 523.22 |
2022-12-31 | $227k | 594 | 382.43 |
2020-03-31 | $365k | 1.4k | 257.95 |
2019-06-30 | $7.5M | 26k | 293.01 |
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