Lynch & Associates Spdr Portfolio S&P 500 Value E Transaction History
Lynch & Associates
- $467 Million
- Q3 2024
A detailed history of Lynch & Associates transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Lynch & Associates holds 141,323 shares of SPYV stock, worth $7.31 Million. This represents 1.6% of its overall portfolio holdings.
Number of Shares
141,323
Previous 139,809
1.08%
Holding current value
$7.31 Million
Previous $6.81 Million
9.63%
% of portfolio
1.6%
Previous 1.55%
Shares
12 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$3.97 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$650 Million0.22% of portfolio
-
Morgan Stanley New York, NY9.59MShares$496 Million0.04% of portfolio