First Purpose Wealth LLC Spdr Portfolio S&P 500 Value E Transaction History
First Purpose Wealth LLC
- $275 Million
- Q1 2024
A detailed history of First Purpose Wealth LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, First Purpose Wealth LLC holds 18,752 shares of SPYV stock, worth $913,972. This represents 0.34% of its overall portfolio holdings.
Number of Shares
18,752
Previous 18,467
1.54%
Holding current value
$913,972
Previous $861,000
9.06%
% of portfolio
0.34%
Previous 0.34%
Shares
10 transactions
Others Institutions Holding SPYV
# of Institutions
884Shares Held
371MCall Options Held
246KPut Options Held
10.2K-
Financial Engines Advisors L.L.C. Santa Clara, CA73.9MShares$3.6 Billion8.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC33.4MShares$1.63 Billion0.92% of portfolio
-
Allworth Financial LP19.4MShares$946 Million6.94% of portfolio
-
Morgan Stanley New York, NY9.99MShares$487 Million0.04% of portfolio
-
Valmark Advisers, Inc.7.43MShares$362 Million6.53% of portfolio