Phoenix Wealth Advisors Spdr Portfolio S&P 500 Value E Transaction History
Phoenix Wealth Advisors
- $164 Million
- Q1 2024
A detailed history of Phoenix Wealth Advisors transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Phoenix Wealth Advisors holds 65,189 shares of SPYV stock, worth $3.2 Million. This represents 2.0% of its overall portfolio holdings.
Number of Shares
65,189
Previous 59,108
10.29%
Holding current value
$3.2 Million
Previous $2.76 Million
18.47%
% of portfolio
2.0%
Previous 1.92%
Shares
6 transactions
Others Institutions Holding SPYV
# of Institutions
890Shares Held
371MCall Options Held
246KPut Options Held
10.2K-
Financial Engines Advisors L.L.C. Santa Clara, CA73.9MShares$3.63 Billion8.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC33.4MShares$1.64 Billion0.92% of portfolio
-
Allworth Financial LP19.4MShares$953 Million6.94% of portfolio
-
Morgan Stanley New York, NY9.99MShares$491 Million0.04% of portfolio
-
Valmark Advisers, Inc.7.43MShares$365 Million6.53% of portfolio