Drive Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History
Drive Wealth Management, LLC
- $367 Million
- Q2 2024
A detailed history of Drive Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Drive Wealth Management, LLC holds 25,168 shares of SPYV stock, worth $1.31 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
25,168
Previous 24,593
2.34%
Holding current value
$1.31 Million
Previous $1.23 Million
0.49%
% of portfolio
0.33%
Previous 0.35%
Shares
11 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$3.91 Billion8.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC36MShares$1.87 Billion0.89% of portfolio
-
Allworth Financial LP19.8MShares$1.03 Billion6.25% of portfolio
-
Morgan Stanley New York, NY8.89MShares$463 Million0.03% of portfolio
-
Valmark Advisers, Inc.7.35MShares$382 Million6.14% of portfolio