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

Heritage Wealth Management, Inc. /Ca/

  • $136 Billion
  • Q2 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 6,409 shares of SPYV stock, worth $337,369. This represents 0.23% of its overall portfolio holdings.

Number of Shares
6,409
Previous 6,409 -0.0%
Holding current value
$337,369
Previous $321 Million 2.71%
% of portfolio
0.23%
Previous 0.24%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
937
Shares Held
378M
Call Options Held
307K
Put Options Held
3.5K
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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