Provence Wealth Management Group Spdr Portfolio S&P 500 Value E Transaction History
Provence Wealth Management Group
- $186 Million
- Q4 2023
A detailed history of Provence Wealth Management Group transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Provence Wealth Management Group holds 154 shares of SPYV stock, worth $8,445. This represents 0.0% of its overall portfolio holdings.
Number of Shares
154
Previous 154
-0.0%
Holding current value
$8,445
Previous $6,000
16.67%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SPYV
# of Institutions
1,151Shares Held
443MCall Options Held
372KPut Options Held
26K-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$4.45 Billion8.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC45.1MShares$2.48 Billion0.83% of portfolio
-
Allworth Financial LP16.6MShares$912 Million4.32% of portfolio
-
Morgan Stanley New York, NY9.8MShares$537 Million0.03% of portfolio
-
Valmark Advisers, Inc.8.27MShares$454 Million6.12% of portfolio