New Edge Wealth, LLC Spdr Portfolio S&P 500 Value E Transaction History
New Edge Wealth, LLC
- $5.59 Billion
- Q4 2024
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 8,898 shares of SPYV stock, worth $462,962. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,898
Previous 8,897
0.01%
Holding current value
$462,962
Previous $470,000
3.19%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SPYV
# of Institutions
1,084Shares Held
437MCall Options Held
316KPut Options Held
4.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.2MShares$4.07 Billion8.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.4MShares$2.15 Billion0.89% of portfolio
-
Allworth Financial LP20.4MShares$1.06 Billion6.01% of portfolio
-
Demars Financial Group, LLC16.1MShares$840 Million10.16% of portfolio
-
Morgan Stanley New York, NY9.19MShares$478 Million0.03% of portfolio