Copia Wealth Management Spdr Portfolio S&P 500 Value E Transaction History
Copia Wealth Management
- $105 Billion
- Q4 2024
A detailed history of Copia Wealth Management transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Copia Wealth Management holds 72,914 shares of SPYV stock, worth $3.79 Million. This represents 3.55% of its overall portfolio holdings.
Number of Shares
72,914Holding current value
$3.79 Million% of portfolio
3.55%Shares
1 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