4 Wealth Advisors, Inc. Spdr Portfolio S&P 500 Value E Transaction History
4 Wealth Advisors, Inc.
- $91.8 Billion
- Q1 2025
A detailed history of 4 Wealth Advisors, Inc. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, 4 Wealth Advisors, Inc. holds 12,600 shares of SPYV stock, worth $638,568. This represents 0.7% of its overall portfolio holdings.
Number of Shares
12,600
Previous 13,619
7.48%
Holding current value
$638,568
Previous $696 Million
7.61%
% of portfolio
0.7%
Previous 0.7%
Shares
2 transactions
Others Institutions Holding SPYV
# of Institutions
1,112Shares Held
452MCall Options Held
259KPut Options Held
30.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.8MShares$3.99 Billion8.66% of portfolio
-
Lpl Financial LLC Fort Mill, SC42.8MShares$2.17 Billion0.89% of portfolio
-
Demars Financial Group, LLC17.4MShares$881 Million9.72% of portfolio
-
Allworth Financial LP16.2MShares$821 Million4.76% of portfolio
-
Morgan Stanley New York, NY9.81MShares$497 Million0.04% of portfolio