Quotient Wealth Partners, LLC Spdr Portfolio S&P 500 Value E Transaction History
Quotient Wealth Partners, LLC
- $3.04 Trillion
- Q3 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 3,205,243 shares of SPYV stock, worth $172 Million. This represents 5.57% of its overall portfolio holdings.
Number of Shares
3,205,243
Previous 3,142,304
2.0%
Holding current value
$172 Million
Previous $153 Billion
10.63%
% of portfolio
5.57%
Previous 5.36%
Shares
4 transactions
Others Institutions Holding SPYV
# of Institutions
1,008Shares Held
406MCall Options Held
356KPut Options Held
41.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA76.7MShares$4.11 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$2.1 Billion0.95% of portfolio
-
Allworth Financial LP20.3MShares$1.09 Billion6.66% of portfolio
-
Envestnet Asset Management Inc12.6MShares$675 Million0.22% of portfolio
-
Morgan Stanley New York, NY9.59MShares$514 Million0.04% of portfolio