Balasa Dinverno & Foltz LLC Spdr Portfolio S&P 500 Value E Transaction History
Balasa Dinverno & Foltz LLC
- $1.58 Billion
- Q3 2022
A detailed history of Balasa Dinverno & Foltz LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Balasa Dinverno & Foltz LLC holds 158,232 shares of SPYV stock, worth $7.68 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
158,232
Previous 168,420
6.05%
Holding current value
$7.68 Million
Previous $6.2 Million
12.0%
% of portfolio
0.34%
Previous 0.39%
Shares
2 transactions
Others Institutions Holding SPYV
# of Institutions
885Shares Held
371MCall Options Held
246KPut Options Held
10.2K-
Financial Engines Advisors L.L.C. Santa Clara, CA73.9MShares$3.58 Billion8.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC33.4MShares$1.62 Billion0.92% of portfolio
-
Allworth Financial LP19.4MShares$941 Million6.94% of portfolio
-
Morgan Stanley New York, NY9.99MShares$485 Million0.04% of portfolio
-
Valmark Advisers, Inc.7.43MShares$360 Million6.53% of portfolio