Family Wealth Group, LLC Spdr Portfolio S&P 500 Value E Transaction History
Family Wealth Group, LLC
- $78.3 Million
- Q4 2023
A detailed history of Family Wealth Group, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Family Wealth Group, LLC holds 7,295 shares of SPYV stock, worth $370,075. This represents 0.43% of its overall portfolio holdings.
Number of Shares
7,295Holding current value
$370,075% of portfolio
0.43%Shares
1 transactions
Others Institutions Holding SPYV
# of Institutions
903Shares Held
415MCall Options Held
231KPut Options Held
10.2K-
Financial Engines Advisors L.L.C. Santa Clara, CA73.9MShares$3.75 Billion8.35% of portfolio
-
Williams Financial, LLC Bennington, VT43MShares$2.18 Billion21.73% of portfolio
-
Lpl Financial LLC Fort Mill, SC33.4MShares$1.7 Billion0.92% of portfolio
-
Allworth Financial LP19.8MShares$1.01 Billion6.25% of portfolio
-
Morgan Stanley New York, NY9.99MShares$507 Million0.04% of portfolio