Serenus Wealth Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History
Serenus Wealth Advisors, LLC
- $603 Billion
- Q1 2025
A detailed history of Serenus Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Serenus Wealth Advisors, LLC holds 12,939 shares of SPYV stock, worth $688,484. This represents 0.11% of its overall portfolio holdings.
Number of Shares
12,939
Previous 12,924
0.12%
Holding current value
$688,484
Previous $661 Million
0.02%
% of portfolio
0.11%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding SPYV
# of Institutions
1,127Shares Held
438MCall Options Held
259KPut Options Held
30.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.8MShares$4.19 Billion8.66% of portfolio
-
Lpl Financial LLC Fort Mill, SC42.8MShares$2.28 Billion0.89% of portfolio
-
Allworth Financial LP16.2MShares$862 Million4.76% of portfolio
-
Morgan Stanley New York, NY9.81MShares$522 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.98MShares$478 Million0.13% of portfolio