Clarus Wealth Advisors Spdr Portfolio S&P 500 Value E Transaction History
Clarus Wealth Advisors
- $196 Million
- Q3 2024
A detailed history of Clarus Wealth Advisors transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Clarus Wealth Advisors holds 86,319 shares of SPYV stock, worth $4.47 Million. This represents 2.33% of its overall portfolio holdings.
Number of Shares
86,319
Previous 87,902
1.8%
Holding current value
$4.47 Million
Previous $4.28 Million
6.49%
% of portfolio
2.33%
Previous 2.36%
Shares
19 transactions
Others Institutions Holding SPYV
# of Institutions
1,012Shares Held
407MCall Options Held
356KPut Options Held
41.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA76.7MShares$3.97 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$2.03 Billion0.95% of portfolio
-
Allworth Financial LP20.3MShares$1.05 Billion6.66% of portfolio
-
Envestnet Asset Management Inc12.6MShares$650 Million0.22% of portfolio
-
Morgan Stanley New York, NY9.59MShares$496 Million0.04% of portfolio