Seaside Wealth Management, Inc. Spdr Portfolio S&P 500 Value E Transaction History
Seaside Wealth Management, Inc.
- $241 Million
- Q2 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 45,244 shares of SPYV stock, worth $2.38 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
45,244
Previous 45,388
0.32%
Holding current value
$2.38 Million
Previous $2.27 Million
2.99%
% of portfolio
0.92%
Previous 0.97%
Shares
9 transactions
Others Institutions Holding SPYV
# of Institutions
939Shares Held
378MCall Options Held
307KPut Options Held
3.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA75.2MShares$3.96 Billion8.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC36MShares$1.9 Billion0.89% of portfolio
-
Allworth Financial LP19.8MShares$1.05 Billion6.25% of portfolio
-
Morgan Stanley New York, NY8.89MShares$468 Million0.03% of portfolio
-
Valmark Advisers, Inc.7.35MShares$387 Million6.14% of portfolio