Carolinas Wealth Consulting LLC Spdr Portfolio S&P 500 Value E Transaction History
Carolinas Wealth Consulting LLC
- $577 Million
- Q3 2024
A detailed history of Carolinas Wealth Consulting LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 620 shares of SPYV stock, worth $32,612. This represents 0.01% of its overall portfolio holdings.
Number of Shares
620
Previous 617
0.49%
Holding current value
$32,612
Previous $30,000
6.67%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SPYV
# of Institutions
1,017Shares Held
411MCall Options Held
352KPut Options Held
41.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA76.7MShares$4.03 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$2.06 Billion0.95% of portfolio
-
Allworth Financial LP20.4MShares$1.07 Billion6.01% of portfolio
-
Envestnet Asset Management Inc12.6MShares$661 Million0.22% of portfolio
-
Morgan Stanley New York, NY9.59MShares$504 Million0.04% of portfolio