Wealth Plan Partners, LLC Spdr Portfolio S&P 500 Value E Transaction History
Wealth Plan Partners, LLC
- $705 Billion
- Q4 2024
A detailed history of Wealth Plan Partners, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 12,894 shares of SPYV stock, worth $657,465. This represents 0.09% of its overall portfolio holdings.
Number of Shares
12,894
Previous 11,921
8.16%
Holding current value
$657,465
Previous $630 Million
4.65%
% of portfolio
0.09%
Previous 0.08%
Shares
24 transactions
Others Institutions Holding SPYV
# of Institutions
1,086Shares Held
438MCall Options Held
316KPut Options Held
4.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.2MShares$3.99 Billion8.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.4MShares$2.11 Billion0.89% of portfolio
-
Allworth Financial LP20.4MShares$1.04 Billion6.01% of portfolio
-
Demars Financial Group, LLC16.1MShares$823 Million10.16% of portfolio
-
Morgan Stanley New York, NY9.19MShares$468 Million0.03% of portfolio