Acorn Wealth Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History

Acorn Wealth Advisors, LLC

  • $226 Million
  • Q4 2024

A detailed history of Acorn Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 8,201 shares of SPYV stock, worth $427,354. This represents 0.19% of its overall portfolio holdings.

Number of Shares
8,201
Previous 9,480 13.49%
Holding current value
$427,354
Previous $501,000 16.37%
% of portfolio
0.19%
Previous 0.23%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
SELL
$51.09 - $55.27 $65,344 - $70,690
-1,279 Reduced 13.49%
8,201 $419,000
Q3 2024

Nov 13, 2024
BUY
$48.51 - $52.86 $6,936 - $7,558
143 Added 1.53%
9,480 $501,000
Q4 2023

Feb 07, 2024
SELL
$39.63 - $46.73 $6,974 - $8,224
-176 Reduced 1.85%
9,337 $435,000
Q3 2023

Nov 07, 2023
BUY
$41.15 - $44.69 $391,459 - $425,135
9,513 New
9,513 $392,000

Others Institutions Holding SPYV

# of Institutions
1,030
Shares Held
420M
Call Options Held
352K
Put Options Held
41.6K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

SPYV Quotes by TradingView
  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
Track This Portfolio

Track Acorn Wealth Advisors, LLC Portfolio

Follow Acorn Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Acorn Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Acorn Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email