Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Spdr Portfolio S&P 500 Value E Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $3.55 Billion
- Q3 2024
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 53,418 shares of SPYV stock, worth $2.77 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
53,418
Previous 55,378
3.54%
Holding current value
$2.77 Million
Previous $2.7 Million
4.59%
% of portfolio
0.08%
Previous 0.08%
Shares
6 transactions
Others Institutions Holding SPYV
# of Institutions
1,012Shares Held
407MCall Options Held
356KPut Options Held
41.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA76.7MShares$3.98 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$2.03 Billion0.95% of portfolio
-
Allworth Financial LP20.3MShares$1.05 Billion6.66% of portfolio
-
Envestnet Asset Management Inc12.6MShares$652 Million0.22% of portfolio
-
Morgan Stanley New York, NY9.59MShares$497 Million0.04% of portfolio