Kaizen Financial Strategies Spdr Portfolio S&P 500 Value E Transaction History
Kaizen Financial Strategies
- $167 Million
- Q3 2024
A detailed history of Kaizen Financial Strategies transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Kaizen Financial Strategies holds 5,047 shares of SPYV stock, worth $260,778. This represents 0.16% of its overall portfolio holdings.
Number of Shares
5,047
Previous 5,031
0.32%
Holding current value
$260,778
Previous $245,000
8.57%
% of portfolio
0.16%
Previous 0.16%
Shares
9 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$3.96 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$2.02 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$495 Million0.04% of portfolio