American Financial & Tax Strategies Inc Spdr Portfolio S&P 500 Value E Transaction History
American Financial & Tax Strategies Inc
- $188 Million
- Q4 2024
A detailed history of American Financial & Tax Strategies Inc transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, American Financial & Tax Strategies Inc holds 158,620 shares of SPYV stock, worth $8.38 Million. This represents 4.31% of its overall portfolio holdings.
Number of Shares
158,620
Previous 131,134
20.96%
Holding current value
$8.38 Million
Previous $6.93 Million
17.02%
% of portfolio
4.31%
Previous 3.61%
Shares
5 transactions
Others Institutions Holding SPYV
# of Institutions
1,014Shares Held
410MCall Options Held
356KPut Options Held
41.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA76.7MShares$4.05 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$2.07 Billion0.95% of portfolio
-
Allworth Financial LP20.3MShares$1.07 Billion6.66% of portfolio
-
Envestnet Asset Management Inc12.6MShares$664 Million0.22% of portfolio
-
Morgan Stanley New York, NY9.59MShares$506 Million0.04% of portfolio