J.W. Cole Advisors, Inc. Spdr Portfolio S&P 500 Value E Transaction History
J.W. Cole Advisors, Inc.
- $2.09 Billion
- Q2 2024
A detailed history of J.W. Cole Advisors, Inc. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 116,728 shares of SPYV stock, worth $6.14 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
116,728
Previous 118,114
1.17%
Holding current value
$6.14 Million
Previous $5.92 Million
3.85%
% of portfolio
0.27%
Previous 0.3%
Shares
20 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$3.95 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$467 Million0.03% of portfolio
-
Valmark Advisers, Inc.7.35MShares$386 Million6.14% of portfolio