Cornerstone Planning Group LLC Spdr Portfolio S&P 500 Value E Transaction History
Cornerstone Planning Group LLC
- $378 Billion
- Q3 2024
A detailed history of Cornerstone Planning Group LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 1,404 shares of SPYV stock, worth $76,012. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,404
Previous 15,730
91.07%
Holding current value
$76,012
Previous $768 Million
90.39%
% of portfolio
0.02%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding SPYV
# of Institutions
974Shares Held
395MCall Options Held
312KPut Options Held
3.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA76.7MShares$4.15 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$2.12 Billion0.95% of portfolio
-
Allworth Financial LP20.3MShares$1.1 Billion6.66% of portfolio
-
Envestnet Asset Management Inc12.6MShares$681 Million0.22% of portfolio
-
Morgan Stanley New York, NY8.89MShares$481 Million0.03% of portfolio