Bartlett & Co. Wealth Management LLC Spdr Portfolio S&P 500 Value E Transaction History
Bartlett & Co. Wealth Management LLC
- $6.97 Trillion
- Q3 2024
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 544 shares of SPYV stock, worth $28,886. This represents 0.0% of its overall portfolio holdings.
Number of Shares
544
Previous 544
-0.0%
Holding current value
$28,886
Previous $26.5 Million
8.45%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SPYV
# of Institutions
954Shares Held
380MCall Options Held
307KPut Options Held
3.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA75.2MShares$3.99 Billion8.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC36MShares$1.91 Billion0.89% of portfolio
-
Allworth Financial LP20.3MShares$1.08 Billion6.66% of portfolio
-
Morgan Stanley New York, NY8.89MShares$472 Million0.03% of portfolio
-
Valmark Advisers, Inc.7.35MShares$390 Million6.14% of portfolio