Altium Wealth Management LLC Spdr Portfolio S&P 500 Value E Transaction History
Altium Wealth Management LLC
- $1.39 Billion
- Q2 2022
A detailed history of Altium Wealth Management LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Altium Wealth Management LLC holds 621,125 shares of SPYV stock, worth $29.6 Million. This represents 1.65% of its overall portfolio holdings.
Number of Shares
621,125
Previous 684,115
9.21%
Holding current value
$29.6 Million
Previous $28.6 Million
19.93%
% of portfolio
1.65%
Previous 1.84%
Shares
19 transactions
Others Institutions Holding SPYV
# of Institutions
1,090Shares Held
443MCall Options Held
316KPut Options Held
4.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.2MShares$3.73 Billion8.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.4MShares$1.98 Billion0.89% of portfolio
-
Allworth Financial LP20.4MShares$972 Million6.01% of portfolio
-
Demars Financial Group, LLC17.4MShares$829 Million9.72% of portfolio
-
Morgan Stanley New York, NY9.19MShares$438 Million0.03% of portfolio