Venturi Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History
Venturi Wealth Management, LLC
- $1.45 Billion
- Q1 2024
A detailed history of Venturi Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 1,122 shares of SPYV stock, worth $54,574. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,122
Previous 1,122
-0.0%
Holding current value
$54,574
Previous $52,000
7.69%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SPYV
# of Institutions
887Shares Held
371MCall Options Held
246KPut Options Held
10.2K-
Financial Engines Advisors L.L.C. Santa Clara, CA73.9MShares$3.59 Billion8.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC33.4MShares$1.63 Billion0.92% of portfolio
-
Allworth Financial LP19.4MShares$944 Million6.94% of portfolio
-
Morgan Stanley New York, NY9.99MShares$486 Million0.04% of portfolio
-
Valmark Advisers, Inc.7.43MShares$361 Million6.53% of portfolio