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 $8,012. This represents 0.0% of its overall portfolio holdings.
Number of Shares
154
Previous 154
-0.0%
Holding current value
$8,012
Previous $6,000
16.67%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SPYV
# of Institutions
939Shares Held
378MCall Options Held
307KPut Options Held
3.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA75.2MShares$3.91 Billion8.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC36MShares$1.87 Billion0.89% of portfolio
-
Allworth Financial LP19.8MShares$1.03 Billion6.25% of portfolio
-
Morgan Stanley New York, NY8.89MShares$463 Million0.03% of portfolio
-
Valmark Advisers, Inc.7.35MShares$382 Million6.14% of portfolio