Vestia Personal Wealth Advisors Spdr Portfolio S&P 500 Value E Transaction History
Vestia Personal Wealth Advisors
- $106 Billion
- Q3 2024
A detailed history of Vestia Personal Wealth Advisors transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 12,082 shares of SPYV stock, worth $654,119. This represents 0.6% of its overall portfolio holdings.
Number of Shares
12,082
Previous 12,287
1.67%
Holding current value
$654,119
Previous $599 Million
6.64%
% of portfolio
0.6%
Previous 0.64%
Shares
2 transactions
Others Institutions Holding SPYV
# of Institutions
974Shares Held
395MCall Options Held
312KPut Options Held
3.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA76.7MShares$4.15 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$2.12 Billion0.95% of portfolio
-
Allworth Financial LP20.3MShares$1.1 Billion6.66% of portfolio
-
Envestnet Asset Management Inc12.6MShares$681 Million0.22% of portfolio
-
Morgan Stanley New York, NY8.89MShares$481 Million0.03% of portfolio