Fusion Family Wealth LLC Spdr Portfolio S&P 500 Value E Transaction History
Fusion Family Wealth LLC
- $982 Million
- Q2 2024
A detailed history of Fusion Family Wealth LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Fusion Family Wealth LLC holds 4,706 shares of SPYV stock, worth $243,300. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,706
Previous 4,706
-0.0%
Holding current value
$243,300
Previous $235,000
2.55%
% of portfolio
0.02%
Previous 0.02%
Shares
5 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