Arbor Trust Wealth Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History
Arbor Trust Wealth Advisors, LLC
- $186 Million
- Q1 2024
A detailed history of Arbor Trust Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Arbor Trust Wealth Advisors, LLC holds 88,591 shares of SPYV stock, worth $4.5 Million. This represents 2.39% of its overall portfolio holdings.
Number of Shares
88,591
Previous 20,775
326.43%
Holding current value
$4.5 Million
Previous $968,000
358.47%
% of portfolio
2.39%
Previous 0.58%
Shares
2 transactions
Others Institutions Holding SPYV
# of Institutions
903Shares Held
415MCall Options Held
231KPut Options Held
10.2K-
Financial Engines Advisors L.L.C. Santa Clara, CA73.9MShares$3.75 Billion8.35% of portfolio
-
Williams Financial, LLC Bennington, VT43MShares$2.18 Billion21.73% of portfolio
-
Lpl Financial LLC Fort Mill, SC33.4MShares$1.7 Billion0.92% of portfolio
-
Allworth Financial LP19.8MShares$1.01 Billion6.25% of portfolio
-
Morgan Stanley New York, NY9.99MShares$507 Million0.04% of portfolio