Heritage Family Offices, LLP Spdr Portfolio S&P 500 Value E Transaction History
Heritage Family Offices, LLP
- $196 Billion
- Q1 2025
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 $295,656. This represents 0.15% of its overall portfolio holdings.
Number of Shares
5,820
Previous 5,820
-0.0%
Holding current value
$295,656
Previous $298 Million
0.14%
% of portfolio
0.15%
Previous 0.15%
Shares
1 transactions
Others Institutions Holding SPYV
# of Institutions
1,112Shares Held
452MCall Options Held
259KPut Options Held
30.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.8MShares$4 Billion8.66% of portfolio
-
Lpl Financial LLC Fort Mill, SC42.8MShares$2.17 Billion0.89% of portfolio
-
Demars Financial Group, LLC17.4MShares$883 Million9.72% of portfolio
-
Allworth Financial LP16.2MShares$823 Million4.76% of portfolio
-
Morgan Stanley New York, NY9.81MShares$498 Million0.04% of portfolio