Cassaday & CO Wealth Management LLC Spdr Portfolio S&P 500 Value E Transaction History
Cassaday & CO Wealth Management LLC
- $3.66 Billion
- Q4 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 15,583 shares of SPYV stock, worth $760,450. This represents 0.02% of its overall portfolio holdings.
Number of Shares
15,583
Previous 15,829
1.55%
Holding current value
$760,450
Previous $836,000
4.78%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding SPYV
# of Institutions
1,088Shares Held
443MCall Options Held
316KPut Options Held
4.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.2MShares$3.82 Billion8.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.4MShares$2.02 Billion0.89% of portfolio
-
Allworth Financial LP20.4MShares$994 Million6.01% of portfolio
-
Demars Financial Group, LLC17.4MShares$848 Million9.72% of portfolio
-
Morgan Stanley New York, NY9.19MShares$448 Million0.03% of portfolio