Tag Stone Capital, Inc. Spdr Portfolio S&P 500 Value E Transaction History
Tag Stone Capital, Inc.
- $173 Million
- Q2 2024
A detailed history of Tag Stone Capital, Inc. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Tag Stone Capital, Inc. holds 96,391 shares of SPYV stock, worth $5.07 Million. This represents 2.72% of its overall portfolio holdings.
Number of Shares
96,391
Previous 93,423
3.18%
Holding current value
$5.07 Million
Previous $4.68 Million
0.38%
% of portfolio
2.72%
Previous 2.8%
Shares
11 transactions
Others Institutions Holding SPYV
# of Institutions
939Shares Held
378MCall Options Held
307KPut Options Held
3.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA75.2MShares$3.95 Billion8.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC36MShares$1.89 Billion0.89% of portfolio
-
Allworth Financial LP19.8MShares$1.04 Billion6.25% of portfolio
-
Morgan Stanley New York, NY8.89MShares$467 Million0.03% of portfolio
-
Valmark Advisers, Inc.7.35MShares$386 Million6.14% of portfolio