Denver Wealth Management, Inc. Spdr Portfolio S&P 500 Value E Transaction History
Denver Wealth Management, Inc.
- $185 Million
- Q2 2024
A detailed history of Denver Wealth Management, Inc. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Denver Wealth Management, Inc. holds 111,515 shares of SPYV stock, worth $5.88 Million. This represents 2.94% of its overall portfolio holdings.
Number of Shares
111,515
Previous 112,681
1.03%
Holding current value
$5.88 Million
Previous $5.65 Million
3.72%
% of portfolio
2.94%
Previous 3.11%
Shares
2 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$3.97 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$469 Million0.03% of portfolio
-
Valmark Advisers, Inc.7.35MShares$388 Million6.14% of portfolio