Venturi Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History
Venturi Wealth Management, LLC
- $1.77 Billion
- Q3 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 1,324 shares of SPYV stock, worth $68,702. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,324
Previous 1,122
18.0%
Holding current value
$68,702
Previous $54,000
27.78%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SPYV
# of Institutions
1,012Shares Held
407MCall Options Held
356KPut Options Held
41.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA76.7MShares$3.98 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$2.03 Billion0.95% of portfolio
-
Allworth Financial LP20.3MShares$1.05 Billion6.66% of portfolio
-
Envestnet Asset Management Inc12.6MShares$652 Million0.22% of portfolio
-
Morgan Stanley New York, NY9.59MShares$497 Million0.04% of portfolio