Marshall & Sterling Wealth Advisors Inc. Spdr Portfolio S&P 500 Value E Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $147 Billion
- Q1 2025
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 1,079 shares of SPYV stock, worth $56,895. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,079Holding current value
$56,895% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding SPYV
# of Institutions
1,135Shares Held
441MCall Options Held
259KPut Options Held
30.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.8MShares$4.16 Billion8.66% of portfolio
-
Lpl Financial LLC Fort Mill, SC42.8MShares$2.26 Billion0.89% of portfolio
-
Allworth Financial LP16.2MShares$855 Million4.76% of portfolio
-
Morgan Stanley New York, NY9.81MShares$517 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.98MShares$474 Million0.13% of portfolio