Balasa Dinverno & Foltz LLC Spdr Portfolio S&P 500 Value E Transaction History
Balasa Dinverno & Foltz LLC
- $1.58 Billion
- Q3 2022
A detailed history of Balasa Dinverno & Foltz LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Balasa Dinverno & Foltz LLC holds 158,232 shares of SPYV stock, worth $8.36 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
158,232
Previous 168,420
6.05%
Holding current value
$8.36 Million
Previous $6.2 Million
12.0%
% of portfolio
0.34%
Previous 0.39%
Shares
2 transactions
Others Institutions Holding SPYV
# of Institutions
1,082Shares Held
437MCall Options Held
316KPut Options Held
4.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.2MShares$4.13 Billion8.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.4MShares$2.19 Billion0.89% of portfolio
-
Allworth Financial LP20.4MShares$1.08 Billion6.01% of portfolio
-
Demars Financial Group, LLC16.1MShares$853 Million10.16% of portfolio
-
Morgan Stanley New York, NY9.19MShares$485 Million0.03% of portfolio