Northwest Financial Advisors Spdr Portfolio S&P 500 Value E Transaction History
Northwest Financial Advisors
- $145 Billion
- Q2 2024
A detailed history of Northwest Financial Advisors transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Northwest Financial Advisors holds 21,186 shares of SPYV stock, worth $1.1 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
21,186
Previous 20,203
4.87%
Holding current value
$1.1 Million
Previous $1.01 Billion
2.02%
% of portfolio
0.71%
Previous 0.74%
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