Laurel Wealth Planning LLC Spdr Portfolio S&P 500 Value E Transaction History
Laurel Wealth Planning LLC
- $155 Million
- Q4 2024
A detailed history of Laurel Wealth Planning LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 139,877 shares of SPYV stock, worth $7.37 Million. This represents 4.61% of its overall portfolio holdings.
Number of Shares
139,877
Previous 135,852
2.96%
Holding current value
$7.37 Million
Previous $7.18 Million
0.39%
% of portfolio
4.61%
Previous 4.69%
Shares
7 transactions
Others Institutions Holding SPYV
# of Institutions
1,074Shares Held
437MCall Options Held
316KPut Options Held
4.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.2MShares$4.12 Billion8.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.4MShares$2.18 Billion0.89% of portfolio
-
Allworth Financial LP20.4MShares$1.07 Billion6.01% of portfolio
-
Demars Financial Group, LLC16.1MShares$850 Million10.16% of portfolio
-
Morgan Stanley New York, NY9.19MShares$484 Million0.03% of portfolio