Marcum Wealth, LLC Spdr Portfolio S&P 500 Value E Transaction History
Marcum Wealth, LLC
- $988 Million
- Q2 2024
A detailed history of Marcum Wealth, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Marcum Wealth, LLC holds 82,525 shares of SPYV stock, worth $4.27 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
82,525
Previous 86,420
4.51%
Holding current value
$4.27 Million
Previous $4.33 Million
7.09%
% of portfolio
0.41%
Previous 0.44%
Shares
19 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$3.89 Billion8.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC36MShares$1.86 Billion0.89% of portfolio
-
Allworth Financial LP19.8MShares$1.03 Billion6.25% of portfolio
-
Morgan Stanley New York, NY8.89MShares$460 Million0.03% of portfolio
-
Valmark Advisers, Inc.7.35MShares$380 Million6.14% of portfolio