Accurate Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History
Accurate Wealth Management, LLC
- $581 Million
- Q2 2025
A detailed history of Accurate Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 7,100 shares of SPYV stock, worth $377,791. This represents 0.06% of its overall portfolio holdings.
Number of Shares
7,100
Previous 5,491
29.3%
Holding current value
$377,791
Previous $278,000
33.45%
% of portfolio
0.06%
Previous 0.06%
Shares
9 transactions
Others Institutions Holding SPYV
# of Institutions
1,127Shares Held
438MCall Options Held
259KPut Options Held
30.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.8MShares$4.19 Billion8.66% of portfolio
-
Lpl Financial LLC Fort Mill, SC42.8MShares$2.28 Billion0.89% of portfolio
-
Allworth Financial LP16.2MShares$862 Million4.76% of portfolio
-
Morgan Stanley New York, NY9.81MShares$522 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.98MShares$478 Million0.13% of portfolio