Iht Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History
Iht Wealth Management, LLC
- $2.62 Billion
- Q2 2024
A detailed history of Iht Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Iht Wealth Management, LLC holds 822,330 shares of SPYV stock, worth $43.3 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
822,330
Previous 835,996
1.63%
Holding current value
$43.3 Million
Previous $41.9 Million
4.3%
% of portfolio
1.53%
Previous 1.62%
Shares
19 transactions
Others Institutions Holding SPYV
# of Institutions
939Shares Held
378MCall Options Held
307KPut Options Held
3.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA75.2MShares$3.96 Billion8.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC36MShares$1.9 Billion0.89% of portfolio
-
Allworth Financial LP19.8MShares$1.05 Billion6.25% of portfolio
-
Morgan Stanley New York, NY8.89MShares$468 Million0.03% of portfolio
-
Valmark Advisers, Inc.7.35MShares$387 Million6.14% of portfolio