Optivise Advisory Services LLC Spdr Portfolio S&P 500 Value E Transaction History
Optivise Advisory Services LLC
- $186 Billion
- Q4 2024
A detailed history of Optivise Advisory Services LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Optivise Advisory Services LLC holds 27,698 shares of SPYV stock, worth $1.46 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
27,698
Previous 30,699
9.78%
Holding current value
$1.46 Million
Previous $1.62 Billion
12.71%
% of portfolio
0.76%
Previous 0.85%
Shares
3 transactions
Others Institutions Holding SPYV
# of Institutions
1,074Shares Held
437MCall Options Held
316KPut Options Held
4.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.2MShares$4.12 Billion8.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.4MShares$2.18 Billion0.89% of portfolio
-
Allworth Financial LP20.4MShares$1.07 Billion6.01% of portfolio
-
Demars Financial Group, LLC16.1MShares$850 Million10.16% of portfolio
-
Morgan Stanley New York, NY9.19MShares$484 Million0.03% of portfolio