Atlas Private Wealth Advisors Spdr Portfolio S&P 500 Value E Transaction History
Atlas Private Wealth Advisors
- $731 Million
- Q2 2025
A detailed history of Atlas Private Wealth Advisors transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Atlas Private Wealth Advisors holds 4,505 shares of SPYV stock, worth $246,243. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,505
Previous 4,501
0.09%
Holding current value
$246,243
Previous $227,000
3.52%
% of portfolio
0.03%
Previous 0.03%
Shares
20 transactions
Others Institutions Holding SPYV
# of Institutions
1,154Shares Held
443MCall Options Held
372KPut Options Held
26K-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$4.43 Billion8.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC45.1MShares$2.47 Billion0.83% of portfolio
-
Allworth Financial LP16.6MShares$909 Million4.32% of portfolio
-
Morgan Stanley New York, NY9.8MShares$535 Million0.03% of portfolio
-
Valmark Advisers, Inc.8.27MShares$452 Million6.12% of portfolio