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 $17.7 Million. This represents 8.89% of its overall portfolio holdings.
Number of Shares
335,368
Previous 334,412
0.29%
Holding current value
$17.7 Million
Previous $13 Million
5.01%
% of portfolio
8.89%
Previous 8.96%
Shares
5 transactions
Others Institutions Holding SPYV
# of Institutions
939Shares Held
378MCall Options Held
307KPut Options Held
3.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA75.2MShares$3.96 Billion8.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC36MShares$1.9 Billion0.89% of portfolio
-
Allworth Financial LP19.8MShares$1.05 Billion6.25% of portfolio
-
Morgan Stanley New York, NY8.89MShares$468 Million0.03% of portfolio
-
Valmark Advisers, Inc.7.35MShares$387 Million6.14% of portfolio