Cordatus Wealth Management LLC Spdr Portfolio S&P 500 Value E Transaction History
Cordatus Wealth Management LLC
- $379 Million
- Q4 2024
A detailed history of Cordatus Wealth Management LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Cordatus Wealth Management LLC holds 54,664 shares of SPYV stock, worth $2.61 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
54,664
Previous 531,029
89.71%
Holding current value
$2.61 Million
Previous $28.1 Million
90.04%
% of portfolio
0.74%
Previous 10.08%
Shares
12 transactions
Others Institutions Holding SPYV
# of Institutions
1,090Shares Held
443MCall Options Held
316KPut Options Held
4.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.2MShares$3.73 Billion8.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.4MShares$1.98 Billion0.89% of portfolio
-
Allworth Financial LP20.4MShares$972 Million6.01% of portfolio
-
Demars Financial Group, LLC17.4MShares$829 Million9.72% of portfolio
-
Morgan Stanley New York, NY9.19MShares$438 Million0.03% of portfolio