Guardian Wealth Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History
Guardian Wealth Advisors, LLC
- $154 Million
- Q2 2024
A detailed history of Guardian Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 23,268 shares of SPYV stock, worth $1.24 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
23,268
Previous 19,804
17.49%
Holding current value
$1.24 Million
Previous $992,000
14.31%
% of portfolio
0.74%
Previous 0.64%
Shares
4 transactions
Others Institutions Holding SPYV
# of Institutions
954Shares Held
380MCall Options Held
307KPut Options Held
3.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA75.2MShares$4.01 Billion8.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC36MShares$1.92 Billion0.89% of portfolio
-
Allworth Financial LP19.8MShares$1.06 Billion6.25% of portfolio
-
Morgan Stanley New York, NY8.89MShares$473 Million0.03% of portfolio
-
Valmark Advisers, Inc.7.35MShares$391 Million6.14% of portfolio