Forvis Wealth Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History
Forvis Wealth Advisors, LLC
- $3.96 Billion
- Q2 2024
A detailed history of Forvis Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 7,076 shares of SPYV stock, worth $369,650. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,076
Previous 7,558
6.38%
Holding current value
$369,650
Previous $378,000
8.99%
% of portfolio
0.01%
Previous 0.01%
Shares
10 transactions
Others Institutions Holding SPYV
# of Institutions
965Shares Held
382MCall Options Held
312KPut Options Held
3.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA75.2MShares$3.93 Billion8.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC36MShares$1.88 Billion0.89% of portfolio
-
Allworth Financial LP20.3MShares$1.06 Billion6.66% of portfolio
-
Morgan Stanley New York, NY8.89MShares$464 Million0.03% of portfolio
-
Valmark Advisers, Inc.7.49MShares$391 Million6.25% of portfolio