Kingswood Wealth Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History
Kingswood Wealth Advisors, LLC
- $1.11 Trillion
- Q2 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 31,033 shares of SPYV stock, worth $1.64 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
31,033
Previous 5,810
434.13%
Holding current value
$1.64 Million
Previous $291 Million
419.63%
% of portfolio
0.14%
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$3.97 Billion8.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC36MShares$1.9 Billion0.89% of portfolio
-
Allworth Financial LP19.8MShares$1.05 Billion6.25% of portfolio
-
Morgan Stanley New York, NY8.89MShares$469 Million0.03% of portfolio
-
Valmark Advisers, Inc.7.35MShares$388 Million6.14% of portfolio