Schechter Investment Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History
Schechter Investment Advisors, LLC
- $997 Million
- Q3 2024
A detailed history of Schechter Investment Advisors, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 10,033 shares of SPYV stock, worth $552,416. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,033
Previous 10,029
0.04%
Holding current value
$552,416
Previous $488,000
8.61%
% of portfolio
0.05%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding SPYV
# of Institutions
1,011Shares Held
407MCall Options Held
356KPut Options Held
41.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA76.7MShares$4.22 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$2.16 Billion0.95% of portfolio
-
Allworth Financial LP20.3MShares$1.12 Billion6.66% of portfolio
-
Envestnet Asset Management Inc12.6MShares$692 Million0.22% of portfolio
-
Morgan Stanley New York, NY9.59MShares$528 Million0.04% of portfolio