Partnership Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History
Partnership Wealth Management, LLC
- $142 Billion
- Q3 2024
A detailed history of Partnership Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Partnership Wealth Management, LLC holds 122,331 shares of SPYV stock, worth $6.51 Million. This represents 4.57% of its overall portfolio holdings.
Number of Shares
122,331
Previous 219,046
44.15%
Holding current value
$6.51 Million
Previous $10.7 Billion
39.43%
% of portfolio
4.57%
Previous 7.88%
Shares
4 transactions
Others Institutions Holding SPYV
# of Institutions
954Shares Held
380MCall Options Held
307KPut Options Held
3.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA75.2MShares$4.01 Billion8.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC36MShares$1.92 Billion0.89% of portfolio
-
Allworth Financial LP19.8MShares$1.06 Billion6.25% of portfolio
-
Morgan Stanley New York, NY8.89MShares$473 Million0.03% of portfolio
-
Valmark Advisers, Inc.7.35MShares$391 Million6.14% of portfolio