Cardinal Strategic Wealth Guidance Spdr Portfolio S&P 500 Value E Transaction History
Cardinal Strategic Wealth Guidance
- $305 Million
- Q3 2024
A detailed history of Cardinal Strategic Wealth Guidance transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Cardinal Strategic Wealth Guidance holds 126,499 shares of SPYV stock, worth $6.61 Million. This represents 2.19% of its overall portfolio holdings.
Number of Shares
126,499
Previous 112,114
12.83%
Holding current value
$6.61 Million
Previous $5.46 Million
22.36%
% of portfolio
2.19%
Previous 1.97%
Shares
3 transactions
Others Institutions Holding SPYV
# of Institutions
967Shares Held
382MCall Options Held
312KPut Options Held
3.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA75.2MShares$3.93 Billion8.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC36MShares$1.88 Billion0.89% of portfolio
-
Allworth Financial LP20.3MShares$1.06 Billion6.66% of portfolio
-
Morgan Stanley New York, NY8.89MShares$464 Million0.03% of portfolio
-
Valmark Advisers, Inc.7.49MShares$391 Million6.25% of portfolio