Heritage Family Offices, LLP Spdr Portfolio S&P 500 Value E Transaction History
Heritage Family Offices, LLP
- $200 Billion
- Q4 2024
A detailed history of Heritage Family Offices, LLP transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Heritage Family Offices, LLP holds 5,820 shares of SPYV stock, worth $304,851. This represents 0.15% of its overall portfolio holdings.
Number of Shares
5,820Holding current value
$304,851% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding SPYV
# of Institutions
1,011Shares Held
407MCall Options Held
356KPut Options Held
41.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA76.7MShares$4.02 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$2.05 Billion0.95% of portfolio
-
Allworth Financial LP20.3MShares$1.06 Billion6.66% of portfolio
-
Envestnet Asset Management Inc12.6MShares$659 Million0.22% of portfolio
-
Morgan Stanley New York, NY9.59MShares$502 Million0.04% of portfolio