Optivise Advisory Services LLC Spdr Portfolio S&P 500 Value E Transaction History
Optivise Advisory Services LLC
- $190 Billion
- Q3 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 30,699 shares of SPYV stock, worth $1.66 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
30,699Holding current value
$1.66 Million% of portfolio
0.85%Shares
2 transactions
Others Institutions Holding SPYV
# of Institutions
987Shares Held
396MCall Options Held
312KPut Options Held
3.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA76.7MShares$4.14 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$2.12 Billion0.95% of portfolio
-
Allworth Financial LP20.3MShares$1.1 Billion6.66% of portfolio
-
Envestnet Asset Management Inc12.6MShares$679 Million0.22% of portfolio
-
Morgan Stanley New York, NY9.59MShares$518 Million0.04% of portfolio