American Financial & Tax Strategies Inc Spdr Portfolio S&P 500 Value E Transaction History
American Financial & Tax Strategies Inc
- $192 Million
- Q3 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 131,134 shares of SPYV stock, worth $7.17 Million. This represents 3.61% of its overall portfolio holdings.
Number of Shares
131,134
Previous 130,472
0.51%
Holding current value
$7.17 Million
Previous $6.36 Million
9.0%
% of portfolio
3.61%
Previous 3.43%
Shares
4 transactions
Others Institutions Holding SPYV
# of Institutions
1,009Shares Held
407MCall Options Held
356KPut Options Held
41.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA76.7MShares$4.19 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$2.14 Billion0.95% of portfolio
-
Allworth Financial LP20.3MShares$1.11 Billion6.66% of portfolio
-
Envestnet Asset Management Inc12.6MShares$687 Million0.22% of portfolio
-
Morgan Stanley New York, NY9.59MShares$524 Million0.04% of portfolio