Steward Partners Investment Advisory, LLC Spdr Portfolio S&P 500 Value E Transaction History
Steward Partners Investment Advisory, LLC
- $9.37 Billion
- Q2 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 53,582 shares of SPYV stock, worth $2.9 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
53,582
Previous 55,177
2.89%
Holding current value
$2.9 Million
Previous $2.76 Million
5.54%
% of portfolio
0.03%
Previous 0.03%
Shares
27 transactions
Others Institutions Holding SPYV
# of Institutions
974Shares Held
395MCall Options Held
312KPut Options Held
3.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA75.2MShares$4.07 Billion8.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$2.12 Billion0.95% of portfolio
-
Allworth Financial LP20.3MShares$1.1 Billion6.66% of portfolio
-
Envestnet Asset Management Inc12.6MShares$681 Million0.22% of portfolio
-
Morgan Stanley New York, NY8.89MShares$481 Million0.03% of portfolio