Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Spdr Portfolio S&P 500 Value E Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $3.65 Billion
- Q4 2024
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 52,036 shares of SPYV stock, worth $2.48 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
52,036
Previous 53,418
2.59%
Holding current value
$2.48 Million
Previous $2.82 Million
5.74%
% of portfolio
0.07%
Previous 0.08%
Shares
7 transactions
Others Institutions Holding SPYV
# of Institutions
1,087Shares 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