M3 Advisory Group, LLC Spdr Portfolio S&P 500 Value E Transaction History
M3 Advisory Group, LLC
- $121 Billion
- Q2 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 15,762 shares of SPYV stock, worth $820,096. This represents 0.63% of its overall portfolio holdings.
Number of Shares
15,762
Previous 21,915
28.08%
Holding current value
$820,096
Previous $1.1 Billion
30.03%
% of portfolio
0.63%
Previous 0.99%
Shares
3 transactions
Others Institutions Holding SPYV
# of Institutions
939Shares Held
378MCall Options Held
307KPut Options Held
3.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA75.2MShares$3.91 Billion8.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC36MShares$1.87 Billion0.89% of portfolio
-
Allworth Financial LP19.8MShares$1.03 Billion6.25% of portfolio
-
Morgan Stanley New York, NY8.89MShares$463 Million0.03% of portfolio
-
Valmark Advisers, Inc.7.35MShares$382 Million6.14% of portfolio