Cassaday & CO Wealth Management LLC Spdr Portfolio S&P 500 Value E Transaction History

Cassaday & CO Wealth Management LLC

  • $2.82 Billion
  • Q1 2024

A detailed history of Cassaday & CO Wealth Management LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 15,257 shares of SPYV stock, worth $765,748. This represents 0.03% of its overall portfolio holdings.

Number of Shares
15,257
Previous 12,086 26.24%
Holding current value
$765,748
Previous $563,000 35.7%
% of portfolio
0.03%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
BUY
$45.88 - $50.1 $145,485 - $158,867
3,171 Added 26.24%
15,257 $764,000
Q4 2022

Feb 07, 2023
BUY
$38.0 - $40.71 $459,268 - $492,021
12,086 New
12,086 $0

Others Institutions Holding SPYV

# of Institutions
897
Shares Held
414M
Call Options Held
231K
Put Options Held
10.2K
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 Cassaday & CO Wealth Management LLC Portfolio

Follow Cassaday & CO Wealth Management 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 Cassaday & CO Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cassaday & CO Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email