Schrum Private Wealth Management LLC Spdr Portfolio S&P 500 Value E Transaction History
Schrum Private Wealth Management LLC
- $111 Million
- Q2 2024
A detailed history of Schrum Private Wealth Management LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 25,229 shares of SPYV stock, worth $1.33 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
25,229
Previous 27,217
7.3%
Holding current value
$1.33 Million
Previous $1.36 Million
9.83%
% of portfolio
1.11%
Previous 1.24%
Shares
11 transactions
Others Institutions Holding SPYV
# of Institutions
939Shares Held
378MCall Options Held
307KPut Options Held
3.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA75.2MShares$3.97 Billion8.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC36MShares$1.9 Billion0.89% of portfolio
-
Allworth Financial LP19.8MShares$1.05 Billion6.25% of portfolio
-
Morgan Stanley New York, NY8.89MShares$469 Million0.03% of portfolio
-
Valmark Advisers, Inc.7.35MShares$388 Million6.14% of portfolio