Quotient Wealth Partners, LLC Spdr Portfolio S&P 500 Value E Transaction History
Quotient Wealth Partners, LLC
- $2.8 Trillion
- Q1 2024
A detailed history of Quotient Wealth Partners, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Quotient Wealth Partners, LLC holds 2,932,245 shares of SPYV stock, worth $143 Million. This represents 5.25% of its overall portfolio holdings.
Number of Shares
2,932,245
Previous 2,358,774
24.31%
Holding current value
$143 Million
Previous $110 Billion
33.56%
% of portfolio
5.25%
Previous 4.27%
Shares
2 transactions
Others Institutions Holding SPYV
# of Institutions
884Shares Held
371MCall Options Held
246KPut Options Held
10.2K-
Financial Engines Advisors L.L.C. Santa Clara, CA73.9MShares$3.6 Billion8.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC33.4MShares$1.63 Billion0.92% of portfolio
-
Allworth Financial LP19.4MShares$946 Million6.94% of portfolio
-
Morgan Stanley New York, NY9.99MShares$487 Million0.04% of portfolio
-
Valmark Advisers, Inc.7.43MShares$362 Million6.53% of portfolio