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 $271,788. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,104
Previous 1,771
188.2%
Holding current value
$271,788
Previous $86,000
212.79%
% of portfolio
0.1%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding SPYV
# of Institutions
954Shares Held
380MCall Options Held
307KPut Options Held
3.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA75.2MShares$4.01 Billion8.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC36MShares$1.92 Billion0.89% of portfolio
-
Allworth Financial LP19.8MShares$1.06 Billion6.25% of portfolio
-
Morgan Stanley New York, NY8.89MShares$473 Million0.03% of portfolio
-
Valmark Advisers, Inc.7.35MShares$391 Million6.14% of portfolio