Wells Financial Advisors Inc Spdr Portfolio S&P 500 Value E Transaction History
Wells Financial Advisors Inc
- $143 Million
- Q1 2024
A detailed history of Wells Financial Advisors Inc transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Wells Financial Advisors Inc holds 241,862 shares of SPYV stock, worth $11.8 Million. This represents 8.49% of its overall portfolio holdings.
Number of Shares
241,862
Previous 243,694
0.75%
Holding current value
$11.8 Million
Previous $11.4 Million
6.64%
% of portfolio
8.49%
Previous 8.25%
Shares
14 transactions
Others Institutions Holding SPYV
# of Institutions
885Shares Held
371MCall Options Held
246KPut Options Held
10.2K-
Financial Engines Advisors L.L.C. Santa Clara, CA73.9MShares$3.6 Billion8.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC33.4MShares$1.63 Billion0.92% of portfolio
-
Allworth Financial LP19.4MShares$945 Million6.94% of portfolio
-
Morgan Stanley New York, NY9.99MShares$487 Million0.04% of portfolio
-
Valmark Advisers, Inc.7.43MShares$362 Million6.53% of portfolio