Harvest Group Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History
Harvest Group Wealth Management, LLC
- $154 Million
- Q1 2023
A detailed history of Harvest Group Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Harvest Group Wealth Management, LLC holds 335,368 shares of SPYV stock, worth $18.4 Million. This represents 8.89% of its overall portfolio holdings.
Number of Shares
335,368
Previous 334,412
0.29%
Holding current value
$18.4 Million
Previous $13 Million
5.01%
% of portfolio
8.89%
Previous 8.96%
Shares
5 transactions
Others Institutions Holding SPYV
# of Institutions
1,164Shares Held
449MCall Options Held
372KPut Options Held
26K-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$4.45 Billion8.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC45.1MShares$2.48 Billion0.83% of portfolio
-
Allworth Financial LP16.6MShares$912 Million4.32% of portfolio
-
Morgan Stanley New York, NY9.8MShares$537 Million0.03% of portfolio
-
Valmark Advisers, Inc.8.51MShares$467 Million6.19% of portfolio