Denver Wealth Management, Inc. Spdr Portfolio S&P 500 Value E Transaction History
Denver Wealth Management, Inc.
- $205 Million
- Q1 2025
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 138,540 shares of SPYV stock, worth $7.1 Million. This represents 3.45% of its overall portfolio holdings.
Number of Shares
138,540
Previous 130,306
6.32%
Holding current value
$7.1 Million
Previous $6.66 Million
6.18%
% of portfolio
3.45%
Previous 3.22%
Shares
5 transactions
Others Institutions Holding SPYV
# of Institutions
1,112Shares Held
452MCall Options Held
259KPut Options Held
30.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.8MShares$4.04 Billion8.66% of portfolio
-
Lpl Financial LLC Fort Mill, SC42.8MShares$2.19 Billion0.89% of portfolio
-
Demars Financial Group, LLC17.4MShares$891 Million9.72% of portfolio
-
Allworth Financial LP16.2MShares$830 Million4.76% of portfolio
-
Morgan Stanley New York, NY9.81MShares$503 Million0.04% of portfolio