Brio Consultants, LLC Spdr Portfolio S&P 500 Value E Transaction History
Brio Consultants, LLC
- $605 Million
- Q2 2024
A detailed history of Brio Consultants, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Brio Consultants, LLC holds 5,293 shares of SPYV stock, worth $279,099. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,293
Previous 6,489
18.43%
Holding current value
$279,099
Previous $325,000
20.92%
% of portfolio
0.04%
Previous 0.05%
Shares
23 transactions
Others Institutions Holding SPYV
# of Institutions
938Shares Held
378MCall Options Held
307KPut Options Held
3.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA75.2MShares$3.97 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$469 Million0.03% of portfolio
-
Valmark Advisers, Inc.7.35MShares$388 Million6.14% of portfolio