Bridgewealth Advisory Group, LLC Spdr Portfolio S&P 500 Value E Transaction History
Bridgewealth Advisory Group, LLC
- $275 Billion
- Q3 2024
A detailed history of Bridgewealth Advisory Group, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Bridgewealth Advisory Group, LLC holds 43,710 shares of SPYV stock, worth $2.27 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
43,710
Previous 43,269
1.02%
Holding current value
$2.27 Million
Previous $2.11 Billion
9.56%
% of portfolio
0.84%
Previous 0.93%
Shares
8 transactions
Others Institutions Holding SPYV
# of Institutions
1,012Shares Held
407MCall Options Held
356KPut Options Held
41.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA76.7MShares$3.98 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$2.03 Billion0.95% of portfolio
-
Allworth Financial LP20.3MShares$1.05 Billion6.66% of portfolio
-
Envestnet Asset Management Inc12.6MShares$652 Million0.22% of portfolio
-
Morgan Stanley New York, NY9.59MShares$497 Million0.04% of portfolio