Twelve Points Wealth Management LLC Spdr Portfolio S&P 500 Value E Transaction History
Twelve Points Wealth Management LLC
- $276 Million
- Q2 2024
A detailed history of Twelve Points Wealth Management LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Twelve Points Wealth Management LLC holds 8,604 shares of SPYV stock, worth $453,344. This represents 0.15% of its overall portfolio holdings.
Number of Shares
8,604
Previous 8,081
6.47%
Holding current value
$453,344
Previous $404,000
3.71%
% of portfolio
0.15%
Previous 0.15%
Shares
5 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$3.96 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$468 Million0.03% of portfolio
-
Valmark Advisers, Inc.7.35MShares$387 Million6.14% of portfolio