Synergy Asset Management, LLC Spdr Portfolio S&P 500 Value E Transaction History
Synergy Asset Management, LLC
- $1.25 Billion
- Q4 2024
A detailed history of Synergy Asset Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Synergy Asset Management, LLC holds 1,021 shares of SPYV stock, worth $53,704. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,021Holding current value
$53,704% of portfolio
0.0%Shares
3 transactions
Others Institutions Holding SPYV
# of Institutions
1,017Shares Held
411MCall Options Held
352KPut Options Held
41.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA76.7MShares$4.03 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$2.06 Billion0.95% of portfolio
-
Allworth Financial LP20.4MShares$1.07 Billion6.01% of portfolio
-
Envestnet Asset Management Inc12.6MShares$661 Million0.22% of portfolio
-
Morgan Stanley New York, NY9.59MShares$504 Million0.04% of portfolio