Investments & Financial Planning, LLC Spdr Portfolio S&P 500 Value E Transaction History
Investments & Financial Planning, LLC
- $158 Million
- Q3 2024
A detailed history of Investments & Financial Planning, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Investments & Financial Planning, LLC holds 10,872 shares of SPYV stock, worth $562,408. This represents 0.36% of its overall portfolio holdings.
Number of Shares
10,872
Previous 11,030
1.43%
Holding current value
$562,408
Previous $537,000
6.89%
% of portfolio
0.36%
Previous 0.36%
Shares
11 transactions
Others Institutions Holding SPYV
# of Institutions
1,012Shares Held
407MCall Options Held
356KPut Options Held
41.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA76.7MShares$3.97 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$2.03 Billion0.95% of portfolio
-
Allworth Financial LP20.3MShares$1.05 Billion6.66% of portfolio
-
Envestnet Asset Management Inc12.6MShares$650 Million0.22% of portfolio
-
Morgan Stanley New York, NY9.59MShares$496 Million0.04% of portfolio