Seaside Wealth Management, Inc. Spdr Portfolio S&P 500 Value E Transaction History
Seaside Wealth Management, Inc.
- $273 Million
- Q4 2024
A detailed history of Seaside Wealth Management, Inc. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Seaside Wealth Management, Inc. holds 42,543 shares of SPYV stock, worth $2.24 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
42,543
Previous 44,961
5.38%
Holding current value
$2.24 Million
Previous $2.38 Million
8.46%
% of portfolio
0.8%
Previous 0.9%
Shares
11 transactions
Others Institutions Holding SPYV
# of Institutions
1,014Shares Held
409MCall Options Held
356KPut Options Held
41.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA76.7MShares$4.04 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$2.06 Billion0.95% of portfolio
-
Allworth Financial LP20.3MShares$1.07 Billion6.66% of portfolio
-
Envestnet Asset Management Inc12.6MShares$662 Million0.22% of portfolio
-
Morgan Stanley New York, NY9.59MShares$505 Million0.04% of portfolio