Shore Haven Wealth Partners, LLC Spdr S&P 1500 Value Tilt ETF Transaction History
Shore Haven Wealth Partners, LLC
- $203 Million
- Q4 2024
A detailed history of Shore Haven Wealth Partners, LLC transactions in Spdr S&P 1500 Value Tilt ETF stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 27,827 shares of VLU stock, worth $5.12 Million. This represents 2.53% of its overall portfolio holdings.
Number of Shares
27,827
Previous 28,121
1.05%
Holding current value
$5.12 Million
Previous $5.19 Million
1.23%
% of portfolio
2.53%
Previous 2.56%
Shares
6 transactions
Others Institutions Holding VLU
# of Institutions
84Shares Held
1.52MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC350KShares$64.4 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN89.6KShares$16.5 Million0.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.86.7KShares$16 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL78.1KShares$14.4 Million0.01% of portfolio
-
Lws Wealth Advisors, Inc.63.3KShares$11.6 Million3.97% of portfolio