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 $1.57 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
30,699Holding current value
$1.57 Million% of portfolio
0.85%Shares
2 transactions
Others Institutions Holding SPYV
# of Institutions
1,011Shares Held
407MCall Options Held
356KPut Options Held
41.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA76.7MShares$3.93 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$2.01 Billion0.95% of portfolio
-
Allworth Financial LP20.3MShares$1.04 Billion6.66% of portfolio
-
Envestnet Asset Management Inc12.6MShares$644 Million0.22% of portfolio
-
Morgan Stanley New York, NY9.59MShares$491 Million0.04% of portfolio