Confluence Wealth Services, Inc. Spdr Portfolio S&P 500 Value E Transaction History

Confluence Wealth Services, Inc.

  • $1.31 Billion
  • Q3 2024

A detailed history of Confluence Wealth Services, Inc. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 7,852 shares of SPYV stock, worth $412,701. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,852
Previous 20,641 61.96%
Holding current value
$412,701
Previous $1.01 Million 58.75%
% of portfolio
0.03%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024
SELL
$48.51 - $52.86 $620,394 - $676,026
-12,789 Reduced 61.96%
7,852 $415,000
Q2 2024

Jul 31, 2024
BUY
$47.37 - $50.09 $530,638 - $561,108
11,202 Added 118.68%
20,641 $1.01 Million
Q1 2024

Apr 22, 2024
BUY
$45.88 - $50.1 $433,061 - $472,893
9,439 New
9,439 $472,000

Others Institutions Holding SPYV

# of Institutions
960
Shares Held
382M
Call Options Held
312K
Put Options Held
3.5K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

SPYV Quotes by TradingView
  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
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