Merriman Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History
Merriman Wealth Management, LLC
- $2.16 Billion
- Q1 2024
A detailed history of Merriman Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 132,149 shares of SPYV stock, worth $6.44 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
132,149
Previous 134,882
2.03%
Holding current value
$6.44 Million
Previous $6.29 Million
5.26%
% of portfolio
0.31%
Previous 0.32%
Shares
2 transactions
Others Institutions Holding SPYV
# of Institutions
884Shares Held
371MCall Options Held
246KPut Options Held
10.2K-
Financial Engines Advisors L.L.C. Santa Clara, CA73.9MShares$3.6 Billion8.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC33.4MShares$1.63 Billion0.92% of portfolio
-
Allworth Financial LP19.4MShares$946 Million6.94% of portfolio
-
Morgan Stanley New York, NY9.99MShares$487 Million0.04% of portfolio
-
Valmark Advisers, Inc.7.43MShares$362 Million6.53% of portfolio