Tempus Wealth Planning, LLC Spdr Portfolio S&P 500 Value E Transaction History
Tempus Wealth Planning, LLC
- $255 Million
- Q3 2024
A detailed history of Tempus Wealth Planning, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 16,001 shares of SPYV stock, worth $849,653. This represents 0.33% of its overall portfolio holdings.
Number of Shares
16,001
Previous 15,639
2.31%
Holding current value
$849,653
Previous $762,000
10.89%
% of portfolio
0.33%
Previous 0.34%
Shares
3 transactions
Others Institutions Holding SPYV
# of Institutions
954Shares Held
380MCall Options Held
307KPut Options Held
3.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA75.2MShares$3.99 Billion8.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC36MShares$1.91 Billion0.89% of portfolio
-
Allworth Financial LP20.3MShares$1.08 Billion6.66% of portfolio
-
Morgan Stanley New York, NY8.89MShares$472 Million0.03% of portfolio
-
Valmark Advisers, Inc.7.35MShares$390 Million6.14% of portfolio