Legacy Financial Group LLC Spdr Portfolio S&P 500 Value E Transaction History
Legacy Financial Group LLC
- $520 Billion
- Q3 2024
A detailed history of Legacy Financial Group LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Legacy Financial Group LLC holds 195,849 shares of SPYV stock, worth $10.2 Million. This represents 1.99% of its overall portfolio holdings.
Number of Shares
195,849
Previous 193,466
1.23%
Holding current value
$10.2 Million
Previous $9.43 Billion
9.79%
% of portfolio
1.99%
Previous 1.85%
Shares
2 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$3.98 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$652 Million0.22% of portfolio
-
Morgan Stanley New York, NY9.59MShares$497 Million0.04% of portfolio