Milestone Asset Management Group, LLC Spdr Portfolio S&P 500 Value E Transaction History
Milestone Asset Management Group, LLC
- $111 Billion
- Q1 2025
A detailed history of Milestone Asset Management Group, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Milestone Asset Management Group, LLC holds 67,070 shares of SPYV stock, worth $3.44 Million. This represents 3.1% of its overall portfolio holdings.
Number of Shares
67,070
Previous 61,052
9.86%
Holding current value
$3.44 Million
Previous $3.12 Billion
9.71%
% of portfolio
3.1%
Previous 2.79%
Shares
2 transactions
Others Institutions Holding SPYV
# of Institutions
1,112Shares Held
452MCall Options Held
259KPut Options Held
30.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.8MShares$4.04 Billion8.66% of portfolio
-
Lpl Financial LLC Fort Mill, SC42.8MShares$2.19 Billion0.89% of portfolio
-
Demars Financial Group, LLC17.4MShares$891 Million9.72% of portfolio
-
Allworth Financial LP16.2MShares$830 Million4.76% of portfolio
-
Morgan Stanley New York, NY9.81MShares$503 Million0.04% of portfolio