Nicolet Advisory Services, LLC Spdr Portfolio S&P 500 Value E Transaction History
Nicolet Advisory Services, LLC
- $1.08 Billion
- Q4 2024
A detailed history of Nicolet Advisory Services, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Nicolet Advisory Services, LLC holds 3,032,163 shares of SPYV stock, worth $148 Million. This represents 14.35% of its overall portfolio holdings.
Number of Shares
3,032,163
Previous 3,000,995
1.04%
Holding current value
$148 Million
Previous $159 Million
2.25%
% of portfolio
14.35%
Previous 15.04%
Shares
24 transactions
Others Institutions Holding SPYV
# of Institutions
1,088Shares Held
443MCall Options Held
316KPut Options Held
4.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.2MShares$3.82 Billion8.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.4MShares$2.02 Billion0.89% of portfolio
-
Allworth Financial LP20.4MShares$994 Million6.01% of portfolio
-
Demars Financial Group, LLC17.4MShares$848 Million9.72% of portfolio
-
Morgan Stanley New York, NY9.19MShares$448 Million0.03% of portfolio