Plan Group Financial, LLC Spdr Portfolio S&P 500 Value E Transaction History
Plan Group Financial, LLC
- $187 Million
- Q4 2024
A detailed history of Plan Group Financial, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Plan Group Financial, LLC holds 14,461 shares of SPYV stock, worth $762,239. This represents 0.4% of its overall portfolio holdings.
Number of Shares
14,461
Previous 14,707
1.67%
Holding current value
$762,239
Previous $777,000
4.89%
% of portfolio
0.4%
Previous 0.41%
Shares
2 transactions
Others Institutions Holding SPYV
# of Institutions
1,067Shares Held
440MCall Options Held
308KPut Options Held
15.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.2MShares$4.12 Billion8.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.4MShares$2.18 Billion0.89% of portfolio
-
Allworth Financial LP20.4MShares$1.07 Billion6.01% of portfolio
-
Demars Financial Group, LLC16.1MShares$851 Million10.16% of portfolio
-
Morgan Stanley New York, NY9.19MShares$484 Million0.03% of portfolio