Capital Advisory Group Advisory Services, LLC Spdr Portfolio S&P 500 Value E Transaction History
Capital Advisory Group Advisory Services, LLC
- $250 Million
- Q3 2024
A detailed history of Capital Advisory Group Advisory Services, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Capital Advisory Group Advisory Services, LLC holds 95,360 shares of SPYV stock, worth $5.08 Million. This represents 2.02% of its overall portfolio holdings.
Number of Shares
95,360
Previous 90,161
5.77%
Holding current value
$5.08 Million
Previous $4.39 Million
14.7%
% of portfolio
2.02%
Previous 1.89%
Shares
22 transactions
Others Institutions Holding SPYV
# of Institutions
954Shares Held
380MCall Options Held
307KPut Options Held
3.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA75.2MShares$4.01 Billion8.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC36MShares$1.92 Billion0.89% of portfolio
-
Allworth Financial LP19.8MShares$1.06 Billion6.25% of portfolio
-
Morgan Stanley New York, NY8.89MShares$473 Million0.03% of portfolio
-
Valmark Advisers, Inc.7.35MShares$391 Million6.14% of portfolio