Flagship Private Wealth, LLC Spdr Portfolio S&P 500 Value E Transaction History
Flagship Private Wealth, LLC
- $168 Million
- Q2 2024
A detailed history of Flagship Private Wealth, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Flagship Private Wealth, LLC holds 25,506 shares of SPYV stock, worth $1.32 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
25,506
Previous 26,329
3.13%
Holding current value
$1.32 Million
Previous $1.32 Million
5.76%
% of portfolio
0.74%
Previous 0.86%
Shares
16 transactions
Others Institutions Holding SPYV
# of Institutions
939Shares Held
378MCall Options Held
307KPut Options Held
3.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA75.2MShares$3.89 Billion8.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC36MShares$1.86 Billion0.89% of portfolio
-
Allworth Financial LP19.8MShares$1.03 Billion6.25% of portfolio
-
Morgan Stanley New York, NY8.89MShares$460 Million0.03% of portfolio
-
Valmark Advisers, Inc.7.35MShares$380 Million6.14% of portfolio