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 $2.74 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
52,036
Previous 53,418
2.59%
Holding current value
$2.74 Million
Previous $2.82 Million
5.74%
% of portfolio
0.07%
Previous 0.08%
Shares
7 transactions
Others Institutions Holding SPYV
# of Institutions
1,015Shares Held
410MCall Options Held
352KPut Options Held
41.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA76.7MShares$4.03 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$2.06 Billion0.95% of portfolio
-
Allworth Financial LP20.4MShares$1.07 Billion6.01% of portfolio
-
Envestnet Asset Management Inc12.6MShares$661 Million0.22% of portfolio
-
Morgan Stanley New York, NY9.59MShares$504 Million0.04% of portfolio