Northwest Financial Advisors Spdr Portfolio S&P 500 Value E Transaction History
Northwest Financial Advisors
- $136 Billion
- Q1 2024
A detailed history of Northwest Financial Advisors transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Northwest Financial Advisors holds 20,203 shares of SPYV stock, worth $1.01 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
20,203
Previous 11,649
73.43%
Holding current value
$1.01 Million
Previous $543 Million
86.33%
% of portfolio
0.74%
Previous 0.46%
Shares
2 transactions
Others Institutions Holding SPYV
# of Institutions
897Shares Held
414MCall Options Held
231KPut Options Held
10.2K-
Financial Engines Advisors L.L.C. Santa Clara, CA73.9MShares$3.71 Billion8.35% of portfolio
-
Williams Financial, LLC Bennington, VT43MShares$2.16 Billion21.73% of portfolio
-
Lpl Financial LLC Fort Mill, SC33.4MShares$1.68 Billion0.92% of portfolio
-
Allworth Financial LP19.4MShares$974 Million6.94% of portfolio
-
Morgan Stanley New York, NY9.99MShares$502 Million0.04% of portfolio