Vision Point Advisory Group, LLC Spdr Portfolio S&P 500 Value E Transaction History
Vision Point Advisory Group, LLC
- $275 Million
- Q3 2024
A detailed history of Vision Point Advisory Group, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 5,104 shares of SPYV stock, worth $273,829. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,104
Previous 1,771
188.2%
Holding current value
$273,829
Previous $86,000
212.79%
% of portfolio
0.1%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding SPYV
# of Institutions
1,008Shares Held
406MCall Options Held
356KPut Options Held
41.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA76.7MShares$4.11 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$2.1 Billion0.95% of portfolio
-
Allworth Financial LP20.3MShares$1.09 Billion6.66% of portfolio
-
Envestnet Asset Management Inc12.6MShares$675 Million0.22% of portfolio
-
Morgan Stanley New York, NY9.59MShares$514 Million0.04% of portfolio