M3 Advisory Group, LLC Spdr Portfolio S&P 500 Value E Transaction History
M3 Advisory Group, LLC
- $140 Billion
- Q4 2024
A detailed history of M3 Advisory Group, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, M3 Advisory Group, LLC holds 16,448 shares of SPYV stock, worth $868,783. This represents 0.6% of its overall portfolio holdings.
Number of Shares
16,448
Previous 16,502
0.33%
Holding current value
$868,783
Previous $872 Million
3.57%
% of portfolio
0.6%
Previous 0.64%
Shares
5 transactions
Others Institutions Holding SPYV
# of Institutions
1,014Shares Held
410MCall Options Held
356KPut Options Held
41.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA76.7MShares$4.05 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$2.07 Billion0.95% of portfolio
-
Allworth Financial LP20.4MShares$1.08 Billion6.01% of portfolio
-
Envestnet Asset Management Inc12.6MShares$664 Million0.22% of portfolio
-
Morgan Stanley New York, NY9.59MShares$506 Million0.04% of portfolio