American Financial & Tax Strategies Inc Spdr Portfolio S&P 500 Value E Transaction History
American Financial & Tax Strategies Inc
- $188 Million
- Q4 2024
A detailed history of American Financial & Tax Strategies Inc transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, American Financial & Tax Strategies Inc holds 158,620 shares of SPYV stock, worth $7.54 Million. This represents 4.31% of its overall portfolio holdings.
Number of Shares
158,620
Previous 131,134
20.96%
Holding current value
$7.54 Million
Previous $6.93 Million
17.02%
% of portfolio
4.31%
Previous 3.61%
Shares
5 transactions
Others Institutions Holding SPYV
# of Institutions
1,091Shares Held
442MCall Options Held
316KPut Options Held
4.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.2MShares$3.72 Billion8.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.4MShares$1.97 Billion0.89% of portfolio
-
Allworth Financial LP20.4MShares$968 Million6.01% of portfolio
-
Demars Financial Group, LLC17.4MShares$826 Million9.72% of portfolio
-
Morgan Stanley New York, NY9.19MShares$437 Million0.03% of portfolio