Topel & Distasi Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History
Topel & Distasi Wealth Management, LLC
- $228 Million
- Q2 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 $4.84 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
91,696
Previous 91,696
-0.0%
Holding current value
$4.84 Million
Previous $4.59 Million
2.7%
% of portfolio
1.96%
Previous 2.03%
Shares
1 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$3.97 Billion8.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC36MShares$1.9 Billion0.89% of portfolio
-
Allworth Financial LP19.8MShares$1.05 Billion6.25% of portfolio
-
Morgan Stanley New York, NY8.89MShares$469 Million0.03% of portfolio
-
Valmark Advisers, Inc.7.35MShares$388 Million6.14% of portfolio