Transform Wealth, LLC Spdr Portfolio S&P 500 Value E Transaction History
Transform Wealth, LLC
- $1.31 Billion
- Q2 2024
A detailed history of Transform Wealth, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Transform Wealth, LLC holds 77,145 shares of SPYV stock, worth $4.07 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
77,145
Previous 77,027
0.15%
Holding current value
$4.07 Million
Previous $3.86 Million
2.57%
% of portfolio
0.29%
Previous 0.38%
Shares
28 transactions
Others Institutions Holding SPYV
# of Institutions
938Shares 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