Roger Wittlin Investment Advisory, LLC Spdr S&P 1500 Value Tilt ETF Transaction History
Roger Wittlin Investment Advisory, LLC
- $154 Million
- Q2 2024
A detailed history of Roger Wittlin Investment Advisory, LLC transactions in Spdr S&P 1500 Value Tilt ETF stock. As of the latest transaction made, Roger Wittlin Investment Advisory, LLC holds 42,267 shares of VLU stock, worth $7.77 Million. This represents 4.73% of its overall portfolio holdings.
Number of Shares
42,267
Previous 42,802
1.25%
Holding current value
$7.77 Million
Previous $7.5 Million
3.08%
% of portfolio
4.73%
Previous 5.29%
Shares
8 transactions
Others Institutions Holding VLU
# of Institutions
71Shares Held
1.42MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC433KShares$79.6 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN237KShares$43.5 Million0.01% of portfolio
-
Mai Capital Management64.2KShares$11.8 Million0.11% of portfolio
-
Lws Wealth Advisors, Inc.63.3KShares$11.6 Million3.97% of portfolio
-
Cambridge Investment Research Advisors, Inc.47.1KShares$8.65 Million0.03% of portfolio