Vertex Planning Partners, LLC Spdr Portfolio S&P 500 Value E Transaction History
Vertex Planning Partners, LLC
- $458 Billion
- Q1 2025
A detailed history of Vertex Planning Partners, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 53,565 shares of SPYV stock, worth $2.86 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
53,565
Previous 53,875
0.58%
Holding current value
$2.86 Million
Previous $2.76 Billion
0.71%
% of portfolio
0.6%
Previous 0.61%
Shares
10 transactions
Others Institutions Holding SPYV
# of Institutions
1,138Shares Held
440MCall Options Held
259KPut Options Held
30.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.8MShares$4.2 Billion8.66% of portfolio
-
Lpl Financial LLC Fort Mill, SC45.1MShares$2.41 Billion0.83% of portfolio
-
Allworth Financial LP16.6MShares$887 Million4.32% of portfolio
-
Morgan Stanley New York, NY9.81MShares$523 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.98MShares$479 Million0.13% of portfolio