Costello Asset Management, Inc Spdr Portfolio S&P 500 Value E Transaction History
Costello Asset Management, Inc
- $149 Million
- Q3 2024
A detailed history of Costello Asset Management, Inc transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Costello Asset Management, Inc holds 6,092 shares of SPYV stock, worth $318,246. This represents 0.22% of its overall portfolio holdings.
Number of Shares
6,092
Previous 749
713.35%
Holding current value
$318,246
Previous $36,000
794.44%
% of portfolio
0.22%
Previous 0.03%
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