Capital Directions Investment Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History
Capital Directions Investment Advisors, LLC
- $268 Million
- Q4 2022
A detailed history of Capital Directions Investment Advisors, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Capital Directions Investment Advisors, LLC holds 720 shares of SPYV stock, worth $36,799. This represents 0.01% of its overall portfolio holdings.
Number of Shares
720
Previous 0
Infinity%
Holding current value
$36,799
Previous $25,000
12.0%
% of portfolio
0.01%
Previous 0.01%
Shares
18 transactions
Others Institutions Holding SPYV
# of Institutions
936Shares Held
378MCall Options Held
307KPut Options Held
3.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA75.2MShares$3.84 Billion8.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC36MShares$1.84 Billion0.89% of portfolio
-
Allworth Financial LP19.8MShares$1.01 Billion6.25% of portfolio
-
Morgan Stanley New York, NY8.89MShares$454 Million0.03% of portfolio
-
Valmark Advisers, Inc.7.35MShares$376 Million6.14% of portfolio