Octavia Wealth Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History

Octavia Wealth Advisors, LLC

  • $674 Million
  • Q1 2024

A detailed history of Octavia Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 1,359,038 shares of SPYV stock, worth $66.2 Million. This represents 10.1% of its overall portfolio holdings.

Number of Shares
1,359,038
Previous 28,151 4727.67%
Holding current value
$66.2 Million
Previous $1.31 Million 5089.56%
% of portfolio
10.1%
Previous 0.23%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
BUY
$45.88 - $50.1 $61.1 Million - $66.7 Million
1,330,887 Added 4727.67%
1,359,038 $68.1 Million
Q4 2023

Jan 30, 2024
BUY
$39.63 - $46.73 $1.12 Million - $1.32 Million
28,151 New
28,151 $1.31 Million

Others Institutions Holding SPYV

# of Institutions
884
Shares Held
371M
Call Options Held
246K
Put Options Held
10.2K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

SPYV Quotes by TradingView
  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
Track This Portfolio

Track Octavia Wealth Advisors, LLC Portfolio

Follow Octavia Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Octavia Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Octavia Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email