Dougherty Wealth Advisers LLC Spdr Portfolio S&P 500 Value E Transaction History
Dougherty Wealth Advisers LLC
- $173 Million
- Q4 2025
A detailed history of Dougherty Wealth Advisers LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 4,580 shares of SPYV stock, worth $257,258. This represents 0.15% of its overall portfolio holdings.
Number of Shares
4,580Holding current value
$257,258% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding SPYV
# of Institutions
1,201Shares Held
479MCall Options Held
127KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA81.7MShares$4.59 Billion8.66% of portfolio
-
Lpl Financial LLC Fort Mill, SC46.4MShares$2.61 Billion0.8% of portfolio
-
Goldman Sachs Group Inc New York, NY22.2MShares$1.25 Billion0.16% of portfolio
-
Allworth Financial LP19.3MShares$1.08 Billion4.86% of portfolio
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Morgan Stanley New York, NY8.97MShares$504 Million0.03% of portfolio