Org Wealth Partners, LLC Spdr Portfolio S&P 500 Value E Transaction History
Org Wealth Partners, LLC
- $301 Billion
- Q3 2024
A detailed history of Org Wealth Partners, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Org Wealth Partners, LLC holds 624 shares of SPYV stock, worth $33,602. This represents 0.01% of its overall portfolio holdings.
Number of Shares
624Holding current value
$33,602% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SPYV
# of Institutions
947Shares Held
379MCall Options Held
307KPut Options Held
3.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA75.2MShares$4.05 Billion8.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC36MShares$1.94 Billion0.89% of portfolio
-
Allworth Financial LP19.8MShares$1.07 Billion6.25% of portfolio
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Morgan Stanley New York, NY8.89MShares$479 Million0.03% of portfolio
-
Valmark Advisers, Inc.7.35MShares$396 Million6.14% of portfolio