Fusion Family Wealth LLC Spdr Portfolio S&P 500 Value E Transaction History

Fusion Family Wealth LLC

  • $1.08 Billion
  • Q3 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 $252,476. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,706
Previous 4,706 -0.0%
Holding current value
$252,476
Previous $229,000 8.3%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024
BUY
$39.63 - $46.73 $186,498 - $219,911
4,706 New
4,706 $219,000
Q2 2023

Jul 20, 2023
BUY
$40.17 - $43.27 $189,040 - $203,628
4,706 New
4,706 $203,000
Q3 2022

Oct 19, 2022
BUY
$34.49 - $40.43 $176,450 - $206,839
5,116 New
5,116 $200,000
Q1 2022

Apr 28, 2022
SELL
$39.54 - $42.64 $202,286 - $218,146
-5,116 Closed
0 $0
Q2 2021

Jul 30, 2021
BUY
$38.15 - $40.6 $195,175 - $207,709
5,116 New
5,116 $202,000

Others Institutions Holding SPYV

# of Institutions
1,008
Shares Held
406M
Call Options Held
356K
Put Options Held
41.6K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

SPYV Quotes by TradingView
  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
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