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 $945,475. This represents 0.34% of its overall portfolio holdings.
Number of Shares
18,752
Previous 18,467
1.54%
Holding current value
$945,475
Previous $861,000
9.06%
% of portfolio
0.34%
Previous 0.34%
Shares
10 transactions
Others Institutions Holding SPYV
# of Institutions
1,011Shares Held
407MCall Options Held
356KPut Options Held
41.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA76.7MShares$3.87 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.97 Billion0.95% of portfolio
-
Allworth Financial LP20.3MShares$1.02 Billion6.66% of portfolio
-
Envestnet Asset Management Inc12.6MShares$634 Million0.22% of portfolio
-
Morgan Stanley New York, NY9.59MShares$483 Million0.04% of portfolio