Herold Advisors, Inc. Spdr Portfolio S&P 500 Value E Transaction History
Herold Advisors, Inc.
- $443 Million
- Q4 2024
A detailed history of Herold Advisors, Inc. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Herold Advisors, Inc. holds 7,552 shares of SPYV stock, worth $368,537. This represents 0.09% of its overall portfolio holdings.
Number of Shares
7,552
Previous 7,634
1.07%
Holding current value
$368,537
Previous $403,000
4.22%
% of portfolio
0.09%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding SPYV
# of Institutions
1,088Shares Held
443MCall Options Held
316KPut Options Held
4.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.2MShares$3.82 Billion8.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.4MShares$2.02 Billion0.89% of portfolio
-
Allworth Financial LP20.4MShares$994 Million6.01% of portfolio
-
Demars Financial Group, LLC17.4MShares$848 Million9.72% of portfolio
-
Morgan Stanley New York, NY9.19MShares$448 Million0.03% of portfolio