9258 Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History
9258 Wealth Management, LLC
- $664 Million
- Q3 2024
A detailed history of 9258 Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 25,457 shares of SPYV stock, worth $1.34 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
25,457
Previous 25,881
1.64%
Holding current value
$1.34 Million
Previous $1.26 Million
6.66%
% of portfolio
0.2%
Previous 0.2%
Shares
8 transactions
Others Institutions Holding SPYV
# of Institutions
1,028Shares Held
419MCall Options Held
352KPut Options Held
41.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA76.7MShares$4.04 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$2.06 Billion0.95% of portfolio
-
Allworth Financial LP20.4MShares$1.07 Billion6.01% of portfolio
-
Envestnet Asset Management Inc12.6MShares$662 Million0.22% of portfolio
-
Morgan Stanley New York, NY9.59MShares$505 Million0.04% of portfolio