Brandywine Oak Private Wealth LLC Spdr Portfolio S&P 500 Value E Transaction History
Brandywine Oak Private Wealth LLC
- $1.02 Billion
- Q4 2024
A detailed history of Brandywine Oak Private Wealth LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Brandywine Oak Private Wealth LLC holds 526,468 shares of SPYV stock, worth $25 Million. This represents 2.64% of its overall portfolio holdings.
Number of Shares
526,468
Previous 511,161
2.99%
Holding current value
$25 Million
Previous $27 Million
0.36%
% of portfolio
2.64%
Previous 2.62%
Shares
11 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