New Edge Wealth, LLC Spdr Portfolio S&P 500 Value E Transaction History
New Edge Wealth, LLC
- $5.35 Billion
- Q1 2025
A detailed history of New Edge Wealth, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, New Edge Wealth, LLC holds 8,899 shares of SPYV stock, worth $452,069. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,899
Previous 8,898
0.01%
Holding current value
$452,069
Previous $455,000
0.22%
% of portfolio
0.01%
Previous 0.01%
Shares
3 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 Billion8.66% of portfolio
-
Lpl Financial LLC Fort Mill, SC42.8MShares$2.17 Billion0.89% of portfolio
-
Demars Financial Group, LLC17.4MShares$883 Million9.72% of portfolio
-
Allworth Financial LP16.2MShares$823 Million4.76% of portfolio
-
Morgan Stanley New York, NY9.81MShares$498 Million0.04% of portfolio