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 $16.5 Million. This represents 8.89% of its overall portfolio holdings.
Number of Shares
335,368
Previous 334,412
0.29%
Holding current value
$16.5 Million
Previous $13 Million
5.01%
% of portfolio
8.89%
Previous 8.96%
Shares
5 transactions
Others Institutions Holding SPYV
# of Institutions
1,090Shares Held
456MCall Options Held
316KPut Options Held
4.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.2MShares$3.85 Billion8.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.4MShares$2.04 Billion0.89% of portfolio
-
Demars Financial Group, LLC17.4MShares$856 Million9.72% of portfolio
-
Allworth Financial LP16.2MShares$798 Million4.76% of portfolio
-
Horizon Financial Services, LLC16.2MShares$797 Million7.33% of portfolio