Waller Financial Planning Group, Inc Spdr Portfolio S&P 500 Value E Transaction History
Waller Financial Planning Group, Inc
- $372 Million
- Q2 2024
A detailed history of Waller Financial Planning Group, Inc transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Waller Financial Planning Group, Inc holds 134,179 shares of SPYV stock, worth $7.07 Million. This represents 1.76% of its overall portfolio holdings.
Number of Shares
134,179
Previous 131,866
1.75%
Holding current value
$7.07 Million
Previous $6.61 Million
1.01%
% of portfolio
1.76%
Previous 1.76%
Shares
23 transactions
Others Institutions Holding SPYV
# of Institutions
939Shares Held
378MCall Options Held
307KPut Options Held
3.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA75.2MShares$3.96 Billion8.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC36MShares$1.9 Billion0.89% of portfolio
-
Allworth Financial LP19.8MShares$1.05 Billion6.25% of portfolio
-
Morgan Stanley New York, NY8.89MShares$468 Million0.03% of portfolio
-
Valmark Advisers, Inc.7.35MShares$387 Million6.14% of portfolio