Cassaday & CO Wealth Management LLC Spdr Portfolio S&P 500 Value E Transaction History
Cassaday & CO Wealth Management LLC
- $2.91 Billion
- Q2 2024
A detailed history of Cassaday & CO Wealth Management LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 14,704 shares of SPYV stock, worth $760,196. This represents 0.02% of its overall portfolio holdings.
Number of Shares
14,704
Previous 15,257
3.62%
Holding current value
$760,196
Previous $764,000
6.28%
% of portfolio
0.02%
Previous 0.03%
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$3.89 Billion8.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC36MShares$1.86 Billion0.89% of portfolio
-
Allworth Financial LP19.8MShares$1.03 Billion6.25% of portfolio
-
Morgan Stanley New York, NY8.89MShares$460 Million0.03% of portfolio
-
Valmark Advisers, Inc.7.35MShares$380 Million6.14% of portfolio