Measured Wealth Private Client Group, LLC Spdr Portfolio S&P 500 Value E Transaction History
Measured Wealth Private Client Group, LLC
- $307 Million
- Q4 2024
A detailed history of Measured Wealth Private Client Group, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Measured Wealth Private Client Group, LLC holds 520,611 shares of SPYV stock, worth $27.4 Million. This represents 8.68% of its overall portfolio holdings.
Number of Shares
520,611
Previous 524,119
0.67%
Holding current value
$27.4 Million
Previous $27.7 Million
3.9%
% of portfolio
8.68%
Previous 9.35%
Shares
23 transactions
Others Institutions Holding SPYV
# of Institutions
1,012Shares Held
409MCall Options Held
356KPut Options Held
41.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA76.7MShares$4.03 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$2.06 Billion0.95% of portfolio
-
Allworth Financial LP20.3MShares$1.07 Billion6.66% of portfolio
-
Envestnet Asset Management Inc12.6MShares$661 Million0.22% of portfolio
-
Morgan Stanley New York, NY9.59MShares$504 Million0.04% of portfolio