Org Wealth Partners, LLC Spdr Portfolio S&P 500 Value E Transaction History

Org Wealth Partners, LLC

  • $139 Million
  • Q4 2024

A detailed history of Org Wealth Partners, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Org Wealth Partners, LLC holds 495 shares of SPYV stock, worth $25,259. This represents 0.02% of its overall portfolio holdings.

Number of Shares
495
Previous 624 20.67%
Holding current value
$25,259
Previous $33 Million 99.92%
% of portfolio
0.02%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
SELL
$51.09 - $55.27 $6,590 - $7,129
-129 Reduced 20.67%
495 $25,000
Q3 2024

Oct 11, 2024
BUY
$48.51 - $52.86 $30,270 - $32,984
624 New
624 $33 Million

Others Institutions Holding SPYV

# of Institutions
1,085
Shares Held
438M
Call Options Held
316K
Put Options Held
4.7K
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 Org Wealth Partners, LLC Portfolio

Follow Org Wealth Partners, 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 Org Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Org Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email