Kestra Private Wealth Services, LLC Spdr Portfolio S&P 500 Value E Transaction History
Kestra Private Wealth Services, LLC
- $5.67 Billion
- Q4 2024
A detailed history of Kestra Private Wealth Services, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 345,297 shares of SPYV stock, worth $18.2 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
345,297
Previous 305,140
13.16%
Holding current value
$18.2 Million
Previous $16.1 Million
9.48%
% of portfolio
0.31%
Previous 0.3%
Shares
7 transactions
Others Institutions Holding SPYV
# of Institutions
1,017Shares Held
411MCall Options Held
352KPut Options Held
41.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA76.7MShares$4.03 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$2.06 Billion0.95% of portfolio
-
Allworth Financial LP20.4MShares$1.07 Billion6.01% of portfolio
-
Envestnet Asset Management Inc12.6MShares$661 Million0.22% of portfolio
-
Morgan Stanley New York, NY9.59MShares$504 Million0.04% of portfolio