Atticus Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History
Atticus Wealth Management, LLC
- $267 Million
- Q2 2024
A detailed history of Atticus Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 385,990 shares of SPYV stock, worth $20.3 Million. This represents 7.05% of its overall portfolio holdings.
Number of Shares
385,990
Previous 382,803
0.83%
Holding current value
$20.3 Million
Previous $19.2 Million
1.9%
% of portfolio
7.05%
Previous 7.08%
Shares
10 transactions
Others Institutions Holding SPYV
# of Institutions
939Shares Held
378MCall Options Held
307KPut Options Held
3.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA75.2MShares$3.96 Billion8.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC36MShares$1.9 Billion0.89% of portfolio
-
Allworth Financial LP19.8MShares$1.05 Billion6.25% of portfolio
-
Morgan Stanley New York, NY8.89MShares$468 Million0.03% of portfolio
-
Valmark Advisers, Inc.7.35MShares$387 Million6.14% of portfolio