Heritage Wealth Architects, Inc. Spdr Portfolio S&P 500 Value E Transaction History
Heritage Wealth Architects, Inc.
- $136 Billion
- Q2 2025
A detailed history of Heritage Wealth Architects, Inc. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Heritage Wealth Architects, Inc. holds 23,748 shares of SPYV stock, worth $1.27 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
23,748Holding current value
$1.27 Million% of portfolio
0.92%Shares
1 transactions
Others Institutions Holding SPYV
# of Institutions
1,127Shares Held
455MCall Options Held
259KPut Options Held
30.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.8MShares$4.22 Billion8.66% of portfolio
-
Lpl Financial LLC Fort Mill, SC42.8MShares$2.29 Billion0.89% of portfolio
-
Allworth Financial LP16.2MShares$867 Million4.76% of portfolio
-
Morgan Stanley New York, NY9.81MShares$525 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.98MShares$480 Million0.13% of portfolio