My Personal Cfo, LLC Spdr Portfolio S&P 500 Value E Transaction History
My Personal Cfo, LLC
- $172 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding SPYV
# of Institutions
1,008Shares Held
406MCall Options Held
356KPut Options Held
41.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA76.7MShares$4.11 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$2.1 Billion0.95% of portfolio
-
Allworth Financial LP20.3MShares$1.09 Billion6.66% of portfolio
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Envestnet Asset Management Inc12.6MShares$675 Million0.22% of portfolio
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Morgan Stanley New York, NY9.59MShares$514 Million0.04% of portfolio