Charles Schwab Investment Advisory, Inc. Spdr Portfolio S&P 500 Value E Transaction History
Charles Schwab Investment Advisory, Inc.
- $0
- Q2 2024
Shares
1 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
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Valmark Advisers, Inc.7.35MShares$391 Million6.14% of portfolio