Dynasty Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History
Dynasty Wealth Management, LLC
- $5.87 Trillion
- Q2 2025
A detailed history of Dynasty Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 4,189,223 shares of SPYV stock, worth $223 Million. This represents 3.74% of its overall portfolio holdings.
Number of Shares
4,189,223
Previous 4,394,135
4.66%
Holding current value
$223 Million
Previous $224 Billion
2.29%
% of portfolio
3.74%
Previous 3.74%
Shares
6 transactions
Others Institutions Holding SPYV
# of Institutions
1,152Shares Held
444MCall Options Held
372KPut Options Held
26K-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$4.32 Billion8.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC45.1MShares$2.41 Billion0.83% of portfolio
-
Allworth Financial LP16.6MShares$887 Million4.32% of portfolio
-
Morgan Stanley New York, NY9.8MShares$522 Million0.03% of portfolio
-
Valmark Advisers, Inc.8.27MShares$441 Million6.12% of portfolio