Waller Financial Planning Group, Inc Spdr Portfolio S&P 500 Value E Transaction History
Waller Financial Planning Group, Inc
- $397 Million
- Q4 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 151,131 shares of SPYV stock, worth $7.86 Million. This represents 1.95% of its overall portfolio holdings.
Number of Shares
151,131
Previous 138,801
8.88%
Holding current value
$7.86 Million
Previous $7.34 Million
5.33%
% of portfolio
1.95%
Previous 1.82%
Shares
25 transactions
Others Institutions Holding SPYV
# of Institutions
1,084Shares Held
437MCall Options Held
316KPut Options Held
4.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.2MShares$4.07 Billion8.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.4MShares$2.15 Billion0.89% of portfolio
-
Allworth Financial LP20.4MShares$1.06 Billion6.01% of portfolio
-
Demars Financial Group, LLC16.1MShares$840 Million10.16% of portfolio
-
Morgan Stanley New York, NY9.19MShares$478 Million0.03% of portfolio