Creative One Wealth, LLC Spdr Portfolio S&P 500 Value E Transaction History
Creative One Wealth, LLC
- $1.97 Billion
- Q2 2024
A detailed history of Creative One Wealth, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Creative One Wealth, LLC holds 8,045 shares of SPYV stock, worth $423,891. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,045
Previous 8,096
0.63%
Holding current value
$423,891
Previous $406,000
3.2%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding SPYV
# of Institutions
939Shares Held
378MCall Options Held
307KPut Options Held
3.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA75.2MShares$3.96 Billion8.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC36MShares$1.9 Billion0.89% of portfolio
-
Allworth Financial LP19.8MShares$1.05 Billion6.25% of portfolio
-
Morgan Stanley New York, NY8.89MShares$468 Million0.03% of portfolio
-
Valmark Advisers, Inc.7.35MShares$387 Million6.14% of portfolio