Topel & Distasi Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History
Topel & Distasi Wealth Management, LLC
- $234 Million
- Q4 2024
A detailed history of Topel & Distasi Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 91,696 shares of SPYV stock, worth $4.88 Million. This represents 2.01% of its overall portfolio holdings.
Number of Shares
91,696
Previous 91,696
-0.0%
Holding current value
$4.88 Million
Previous $4.85 Million
3.26%
% of portfolio
2.01%
Previous 2.01%
Shares
1 transactions
Others Institutions Holding SPYV
# of Institutions
1,072Shares Held
437MCall Options Held
316KPut Options Held
4.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.2MShares$4.16 Billion8.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.4MShares$2.2 Billion0.89% of portfolio
-
Allworth Financial LP20.4MShares$1.08 Billion6.01% of portfolio
-
Demars Financial Group, LLC16.1MShares$859 Million10.16% of portfolio
-
Morgan Stanley New York, NY9.19MShares$489 Million0.03% of portfolio