Collaborative Wealth Managment Inc. Spdr Portfolio S&P 500 Value E Transaction History
Collaborative Wealth Managment Inc.
- $214 Million
- Q4 2024
A detailed history of Collaborative Wealth Managment Inc. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 186,725 shares of SPYV stock, worth $9.45 Million. This represents 4.46% of its overall portfolio holdings.
Number of Shares
186,725
Previous 183,647
1.68%
Holding current value
$9.45 Million
Previous $9.71 Million
1.63%
% of portfolio
4.46%
Previous 4.51%
Shares
13 transactions
Others Institutions Holding SPYV
# of Institutions
1,085Shares Held
437MCall Options Held
316KPut Options Held
4.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.2MShares$3.96 Billion8.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.4MShares$2.1 Billion0.89% of portfolio
-
Allworth Financial LP20.4MShares$1.03 Billion6.01% of portfolio
-
Demars Financial Group, LLC16.1MShares$817 Million10.16% of portfolio
-
Morgan Stanley New York, NY9.19MShares$465 Million0.03% of portfolio