Independent Advisor Alliance Spdr Portfolio S&P 500 Value E Transaction History
Independent Advisor Alliance
- $2.71 Billion
- Q3 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 25,423 shares of SPYV stock, worth $1.4 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
25,423
Previous 23,911
6.32%
Holding current value
$1.4 Million
Previous $1.17 Million
15.28%
% of portfolio
0.05%
Previous 0.04%
Shares
7 transactions
Others Institutions Holding SPYV
# of Institutions
1,011Shares Held
407MCall Options Held
356KPut Options Held
41.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA76.7MShares$4.22 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$2.16 Billion0.95% of portfolio
-
Allworth Financial LP20.3MShares$1.12 Billion6.66% of portfolio
-
Envestnet Asset Management Inc12.6MShares$692 Million0.22% of portfolio
-
Morgan Stanley New York, NY9.59MShares$528 Million0.04% of portfolio