Seaside Wealth Management, Inc. Spdr Portfolio S&P 500 Value E Transaction History
Seaside Wealth Management, Inc.
- $264 Million
- Q3 2024
A detailed history of Seaside Wealth Management, Inc. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Seaside Wealth Management, Inc. holds 44,961 shares of SPYV stock, worth $2.33 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
44,961
Previous 45,244
0.63%
Holding current value
$2.33 Million
Previous $2.21 Million
7.76%
% of portfolio
0.9%
Previous 0.92%
Shares
10 transactions
Others Institutions Holding SPYV
# of Institutions
1,012Shares Held
407MCall Options Held
356KPut Options Held
41.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA76.7MShares$3.98 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$2.03 Billion0.95% of portfolio
-
Allworth Financial LP20.3MShares$1.05 Billion6.66% of portfolio
-
Envestnet Asset Management Inc12.6MShares$652 Million0.22% of portfolio
-
Morgan Stanley New York, NY9.59MShares$497 Million0.04% of portfolio