Glass Jacobson Investment Advisors LLC Spdr Portfolio S&P 500 Value E Transaction History
Glass Jacobson Investment Advisors LLC
- $266 Billion
- Q1 2024
A detailed history of Glass Jacobson Investment Advisors LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 13,401 shares of SPYV stock, worth $652,360. This represents 0.25% of its overall portfolio holdings.
Number of Shares
13,401
Previous 13,399
0.01%
Holding current value
$652,360
Previous $625 Million
7.45%
% of portfolio
0.25%
Previous 0.26%
Shares
4 transactions
Others Institutions Holding SPYV
# of Institutions
889Shares Held
372MCall Options Held
246KPut Options Held
10.2K-
Financial Engines Advisors L.L.C. Santa Clara, CA73.9MShares$3.6 Billion8.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC33.4MShares$1.63 Billion0.92% of portfolio
-
Allworth Financial LP19.4MShares$945 Million6.94% of portfolio
-
Morgan Stanley New York, NY9.99MShares$486 Million0.04% of portfolio
-
Valmark Advisers, Inc.7.43MShares$362 Million6.53% of portfolio