Silver Oak Wealth Management LLC Spdr Portfolio S&P 500 Value E Transaction History
Silver Oak Wealth Management LLC
- $446 Billion
- Q3 2024
A detailed history of Silver Oak Wealth Management LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 314,976 shares of SPYV stock, worth $15.9 Million. This represents 3.73% of its overall portfolio holdings.
Number of Shares
314,976
Previous 307,564
2.41%
Holding current value
$15.9 Million
Previous $15 Billion
11.07%
% of portfolio
3.73%
Previous 3.6%
Shares
4 transactions
Others Institutions Holding SPYV
# of Institutions
1,011Shares Held
407MCall Options Held
356KPut Options Held
41.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA76.7MShares$3.87 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.97 Billion0.95% of portfolio
-
Allworth Financial LP20.3MShares$1.02 Billion6.66% of portfolio
-
Envestnet Asset Management Inc12.6MShares$634 Million0.22% of portfolio
-
Morgan Stanley New York, NY9.59MShares$483 Million0.04% of portfolio