Everhart Financial Group, Inc. Spdr Portfolio S&P 500 Value E Transaction History
Everhart Financial Group, Inc.
- $380 Million
- Q2 2024
A detailed history of Everhart Financial Group, Inc. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 4,942 shares of SPYV stock, worth $260,591. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,942
Previous 4,932
0.2%
Holding current value
$260,591
Previous $247,000
2.83%
% of portfolio
0.06%
Previous 0.07%
Shares
7 transactions
Others Institutions Holding SPYV
# of Institutions
938Shares 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