Vision Point Advisory Group, LLC Spdr Portfolio S&P 500 Value E Transaction History
Vision Point Advisory Group, LLC
- $473 Million
- Q3 2025
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 21,577 shares of SPYV stock, worth $1.18 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
21,577
Previous 10,297
109.55%
Holding current value
$1.18 Million
Previous $538,000
121.75%
% of portfolio
0.25%
Previous 0.12%
Shares
8 transactions
Others Institutions Holding SPYV
# of Institutions
1,154Shares Held
444MCall Options Held
372KPut Options Held
26K-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$4.45 Billion8.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC45.1MShares$2.48 Billion0.83% of portfolio
-
Allworth Financial LP16.6MShares$912 Million4.32% of portfolio
-
Morgan Stanley New York, NY9.8MShares$537 Million0.03% of portfolio
-
Valmark Advisers, Inc.8.27MShares$454 Million6.12% of portfolio