Oak Harvest Investment Services Spdr Portfolio S&P 500 Value E Transaction History
Oak Harvest Investment Services
- $588 Million
- Q2 2024
A detailed history of Oak Harvest Investment Services transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Oak Harvest Investment Services holds 172,576 shares of SPYV stock, worth $8.92 Million. This represents 1.43% of its overall portfolio holdings.
Number of Shares
172,576
Previous 181,031
4.67%
Holding current value
$8.92 Million
Previous $9.07 Million
7.26%
% of portfolio
1.43%
Previous 1.57%
Shares
9 transactions
Others Institutions Holding SPYV
# of Institutions
939Shares Held
378MCall Options Held
307KPut Options Held
3.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA75.2MShares$3.89 Billion8.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC36MShares$1.86 Billion0.89% of portfolio
-
Allworth Financial LP19.8MShares$1.03 Billion6.25% of portfolio
-
Morgan Stanley New York, NY8.89MShares$460 Million0.03% of portfolio
-
Valmark Advisers, Inc.7.35MShares$380 Million6.14% of portfolio