Topel & Distasi Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History
Topel & Distasi Wealth Management, LLC
- $241 Million
- Q3 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 $5.01 Million. This represents 2.01% of its overall portfolio holdings.
Number of Shares
91,696
Previous 91,696
-0.0%
Holding current value
$5.01 Million
Previous $4.47 Million
8.46%
% of portfolio
2.01%
Previous 1.96%
Shares
1 transactions
Others Institutions Holding SPYV
# of Institutions
1,011Shares Held
407MCall Options Held
356KPut Options Held
41.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA76.7MShares$4.19 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$2.14 Billion0.95% of portfolio
-
Allworth Financial LP20.3MShares$1.11 Billion6.66% of portfolio
-
Envestnet Asset Management Inc12.6MShares$687 Million0.22% of portfolio
-
Morgan Stanley New York, NY9.59MShares$524 Million0.04% of portfolio