Synergy Investment Management, LLC Spdr Portfolio S&P 500 Value E Transaction History
Synergy Investment Management, LLC
- $233 Billion
- Q4 2024
A detailed history of Synergy Investment Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Synergy Investment Management, LLC holds 51,210 shares of SPYV stock, worth $2.69 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
51,210Holding current value
$2.69 Million% of portfolio
1.13%Shares
1 transactions
Others Institutions Holding SPYV
# of Institutions
1,028Shares Held
419MCall Options Held
352KPut Options Held
41.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA76.7MShares$4.03 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$2.06 Billion0.95% of portfolio
-
Allworth Financial LP20.4MShares$1.07 Billion6.01% of portfolio
-
Envestnet Asset Management Inc12.6MShares$661 Million0.22% of portfolio
-
Morgan Stanley New York, NY9.59MShares$504 Million0.04% of portfolio