Acorn Wealth Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History
Acorn Wealth Advisors, LLC
- $220 Million
- Q3 2024
A detailed history of Acorn Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 9,480 shares of SPYV stock, worth $522,537. This represents 0.23% of its overall portfolio holdings.
Number of Shares
9,480
Previous 9,337
1.53%
Holding current value
$522,537
Previous $455,000
10.11%
% of portfolio
0.23%
Previous 0.24%
Shares
3 transactions
Others Institutions Holding SPYV
# of Institutions
1,011Shares Held
407MCall Options Held
356KPut Options Held
41.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA76.7MShares$4.23 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$2.16 Billion0.95% of portfolio
-
Allworth Financial LP20.3MShares$1.12 Billion6.66% of portfolio
-
Envestnet Asset Management Inc12.6MShares$693 Million0.22% of portfolio
-
Morgan Stanley New York, NY9.59MShares$528 Million0.04% of portfolio