Rfg Bristol Wealth Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History

Rfg Bristol Wealth Advisors, LLC

  • $298 Billion
  • Q1 2025

A detailed history of Rfg Bristol Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Rfg Bristol Wealth Advisors, LLC holds 71,900 shares of SPYV stock, worth $3.75 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares
71,900
Previous 65,696 9.44%
Holding current value
$3.75 Million
Previous $3.36 Billion 9.29%
% of portfolio
1.23%
Previous 1.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
$49.78 - $53.19 $308,835 - $329,990
6,204 Added 9.44%
71,900 $3.67 Billion
Q4 2024

Feb 12, 2025
BUY
$51.09 - $55.27 $3.36 Million - $3.63 Million
65,696 New
65,696 $3.36 Billion

Others Institutions Holding SPYV

# of Institutions
1,112
Shares Held
452M
Call Options Held
259K
Put Options Held
30.5K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

SPYV Quotes by TradingView
  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
Track This Portfolio

Track Rfg Bristol Wealth Advisors, LLC Portfolio

Follow Rfg Bristol Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rfg Bristol Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rfg Bristol Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email