Wetzel Investment Advisors, Inc. Spdr Portfolio S&P 500 Value E Transaction History
Wetzel Investment Advisors, Inc.
- $174 Million
- Q2 2024
A detailed history of Wetzel Investment Advisors, Inc. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 2,022 shares of SPYV stock, worth $106,620. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,022
Previous 2,022
-0.0%
Holding current value
$106,620
Previous $101,000
2.97%
% of portfolio
0.06%
Previous 0.06%
Shares
1 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