Heritage Wealth Management, Inc. /Ca/ Spdr Portfolio S&P 500 Value E Transaction History

Heritage Wealth Management, Inc. /Ca/

  • $141 Billion
  • Q3 2024

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 6,178 shares of SPYV stock, worth $341,458. This represents 0.23% of its overall portfolio holdings.

Number of Shares
6,178
Previous 6,409 3.6%
Holding current value
$341,458
Previous $312 Million 4.54%
% of portfolio
0.23%
Previous 0.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
SELL
$48.51 - $52.86 $11,205 - $12,210
-231 Reduced 3.6%
6,178 $327 Million
Q1 2024

May 06, 2024
SELL
$45.88 - $50.1 $10,093 - $11,022
-220 Reduced 3.32%
6,409 $321 Million
Q4 2023

Feb 14, 2024
BUY
$39.63 - $46.73 $262,707 - $309,773
6,629 New
6,629 $309 Million

Others Institutions Holding SPYV

# of Institutions
1,011
Shares Held
407M
Call Options Held
356K
Put Options Held
41.6K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

SPYV Quotes by TradingView
  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
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