Retirement Financial Solutions, LLC Spdr Portfolio S&P 500 Value E Transaction History
Retirement Financial Solutions, LLC
- $212 Billion
- Q2 2024
A detailed history of Retirement Financial Solutions, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Retirement Financial Solutions, LLC holds 367,708 shares of SPYV stock, worth $19.4 Million. This represents 8.43% of its overall portfolio holdings.
Number of Shares
367,708
Previous 326,364
12.67%
Holding current value
$19.4 Million
Previous $16.4 Billion
9.61%
% of portfolio
8.43%
Previous 8.41%
Shares
7 transactions
Others Institutions Holding SPYV
# of Institutions
937Shares Held
378MCall Options Held
307KPut Options Held
3.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA75.2MShares$3.96 Billion8.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC36MShares$1.89 Billion0.89% of portfolio
-
Allworth Financial LP19.8MShares$1.04 Billion6.25% of portfolio
-
Morgan Stanley New York, NY8.89MShares$468 Million0.03% of portfolio
-
Valmark Advisers, Inc.7.35MShares$387 Million6.14% of portfolio