Nelson, Van Denburg & Campbell Wealth Management Group, LLC Spdr Portfolio S&P 500 Value E Transaction History
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
- $2.63 Billion
- Q4 2024
A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 603,928 shares of SPYV stock, worth $31.8 Million. This represents 1.17% of its overall portfolio holdings.
Number of Shares
603,928
Previous 599,173
0.79%
Holding current value
$31.8 Million
Previous $31.7 Million
2.49%
% of portfolio
1.17%
Previous 1.31%
Shares
30 transactions
Others Institutions Holding SPYV
# of Institutions
1,021Shares Held
412MCall Options Held
352KPut 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 LP20.4MShares$1.07 Billion6.01% of portfolio
-
Envestnet Asset Management Inc12.6MShares$661 Million0.22% of portfolio
-
Morgan Stanley New York, NY9.59MShares$504 Million0.04% of portfolio