Confluence Wealth Services, Inc. Spdr Portfolio S&P 500 Value E Transaction History
Confluence Wealth Services, Inc.
- $1.21 Billion
- Q2 2024
A detailed history of Confluence Wealth Services, Inc. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 20,641 shares of SPYV stock, worth $1.1 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
20,641
Previous 9,439
118.68%
Holding current value
$1.1 Million
Previous $472,000
113.14%
% of portfolio
0.08%
Previous 0.04%
Shares
2 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
-
Valmark Advisers, Inc.7.35MShares$391 Million6.14% of portfolio