Invera Wealth Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History
Invera Wealth Advisors, LLC
- $93.4 Million
- Q2 2024
A detailed history of Invera Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Invera Wealth Advisors, LLC holds 7,199 shares of SPYV stock, worth $379,603. This represents 0.37% of its overall portfolio holdings.
Number of Shares
7,199
Previous 7,460
3.5%
Holding current value
$379,603
Previous $373,000
6.17%
% of portfolio
0.37%
Previous 0.31%
Shares
4 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$3.97 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$469 Million0.03% of portfolio
-
Valmark Advisers, Inc.7.35MShares$388 Million6.14% of portfolio