Wealth Plan Partners, LLC Spdr Portfolio S&P 500 Value E Transaction History
Wealth Plan Partners, LLC
- $931 Billion
- Q2 2024
A detailed history of Wealth Plan Partners, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 15,079 shares of SPYV stock, worth $802,956. This represents 0.08% of its overall portfolio holdings.
Number of Shares
15,079
Previous 14,215
6.08%
Holding current value
$802,956
Previous $712 Million
3.2%
% of portfolio
0.08%
Previous 0.07%
Shares
22 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