Carolinas Wealth Consulting LLC Spdr Portfolio S&P 500 Value E Transaction History

Carolinas Wealth Consulting LLC

  • $577 Million
  • Q3 2024

A detailed history of Carolinas Wealth Consulting LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 620 shares of SPYV stock, worth $32,246. This represents 0.01% of its overall portfolio holdings.

Number of Shares
620
Previous 617 0.49%
Holding current value
$32,246
Previous $30,000 6.67%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$48.51 - $52.86 $145 - $158
3 Added 0.49%
620 $32,000
Q2 2024

Aug 12, 2024
BUY
$47.37 - $50.09 $189 - $200
4 Added 0.65%
617 $30,000
Q4 2022

Feb 14, 2023
SELL
$34.79 - $40.71 $8,767 - $10,258
-252 Reduced 29.13%
613 $23,000
Q1 2022

May 17, 2022
BUY
$39.54 - $42.64 $34,202 - $36,883
865 New
865 $36,000

Others Institutions Holding SPYV

# of Institutions
1,014
Shares Held
407M
Call Options Held
356K
Put Options Held
41.6K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

SPYV Quotes by TradingView
  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
Track This Portfolio

Track Carolinas Wealth Consulting LLC Portfolio

Follow Carolinas Wealth Consulting LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Carolinas Wealth Consulting LLC, based on Form 13F filings with the SEC.

News

Stay updated on Carolinas Wealth Consulting LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email