Coordinated Financial Services, Inc./Co Spdr Portfolio S&P 500 Value E Transaction History
Coordinated Financial Services, Inc./Co
- $117 Billion
- Q2 2024
A detailed history of Coordinated Financial Services, Inc./Co transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Coordinated Financial Services, Inc./Co holds 9,732 shares of SPYV stock, worth $518,229. This represents 0.41% of its overall portfolio holdings.
Number of Shares
9,732
Previous 10,001
2.69%
Holding current value
$518,229
Previous $501 Million
5.33%
% of portfolio
0.41%
Previous 0.44%
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