Family Wealth Group, LLC Spdr Portfolio S&P 500 Value E Transaction History
Family Wealth Group, LLC
- $92.4 Million
- Q2 2024
A detailed history of Family Wealth Group, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Family Wealth Group, LLC holds 7,269 shares of SPYV stock, worth $372,318. This represents 0.38% of its overall portfolio holdings.
Number of Shares
7,269
Previous 7,227
0.58%
Holding current value
$372,318
Previous $362,000
2.21%
% of portfolio
0.38%
Previous 0.42%
Shares
3 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$3.85 Billion8.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC36MShares$1.84 Billion0.89% of portfolio
-
Allworth Financial LP19.8MShares$1.02 Billion6.25% of portfolio
-
Morgan Stanley New York, NY8.89MShares$455 Million0.03% of portfolio
-
Valmark Advisers, Inc.7.35MShares$377 Million6.14% of portfolio