Independent Advisor Alliance Spdr Portfolio S&P 500 Value E Transaction History
Independent Advisor Alliance
- $2.88 Billion
- Q2 2024
A detailed history of Independent Advisor Alliance transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Independent Advisor Alliance holds 23,911 shares of SPYV stock, worth $1.26 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
23,911
Previous 22,279
7.33%
Holding current value
$1.26 Million
Previous $1.12 Million
4.39%
% of portfolio
0.04%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding SPYV
# of Institutions
938Shares 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$1.89 Billion0.89% of portfolio
-
Allworth Financial LP19.8MShares$1.04 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