Partnership Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History
Partnership Wealth Management, LLC
- $135 Billion
- Q2 2024
A detailed history of Partnership Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Partnership Wealth Management, LLC holds 219,046 shares of SPYV stock, worth $11.4 Million. This represents 7.88% of its overall portfolio holdings.
Number of Shares
219,046
Previous 96,827
126.22%
Holding current value
$11.4 Million
Previous $4.85 Billion
120.08%
% of portfolio
7.88%
Previous 3.4%
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$3.91 Billion8.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC36MShares$1.87 Billion0.89% of portfolio
-
Allworth Financial LP19.8MShares$1.03 Billion6.25% of portfolio
-
Morgan Stanley New York, NY8.89MShares$463 Million0.03% of portfolio
-
Valmark Advisers, Inc.7.35MShares$382 Million6.14% of portfolio