Legacy Wealth Managment, Llc/Id Spdr Portfolio S&P 500 Value E Transaction History
Legacy Wealth Managment, Llc/Id
- $120 Million
- Q2 2025
A detailed history of Legacy Wealth Managment, Llc/Id transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 688 shares of SPYV stock, worth $37,729. This represents 0.03% of its overall portfolio holdings.
Number of Shares
688
Previous 688
-0.0%
Holding current value
$37,729
Previous $35,000
2.86%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding SPYV
# of Institutions
1,156Shares Held
443MCall Options Held
372KPut Options Held
26K-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$4.45 Billion8.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC45.1MShares$2.48 Billion0.83% of portfolio
-
Allworth Financial LP16.6MShares$912 Million4.32% of portfolio
-
Morgan Stanley New York, NY9.8MShares$537 Million0.03% of portfolio
-
Valmark Advisers, Inc.8.51MShares$467 Million6.19% of portfolio