Quotient Wealth Partners, LLC Spdr Portfolio S&P 500 Value E Transaction History
Quotient Wealth Partners, LLC
- $3.06 Trillion
- Q4 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 3,245,646 shares of SPYV stock, worth $171 Million. This represents 5.43% of its overall portfolio holdings.
Number of Shares
3,245,646
Previous 3,205,243
1.26%
Holding current value
$171 Million
Previous $169 Billion
2.03%
% of portfolio
5.43%
Previous 5.57%
Shares
5 transactions
Others Institutions Holding SPYV
# of Institutions
1,015Shares Held
410MCall Options Held
352KPut Options Held
41.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA76.7MShares$4.03 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$2.06 Billion0.95% of portfolio
-
Allworth Financial LP20.4MShares$1.07 Billion6.01% of portfolio
-
Envestnet Asset Management Inc12.6MShares$661 Million0.22% of portfolio
-
Morgan Stanley New York, NY9.59MShares$504 Million0.04% of portfolio