Flagship Private Wealth, LLC Spdr Portfolio S&P 500 Value E Transaction History
Flagship Private Wealth, LLC
- $209 Million
- Q1 2025
A detailed history of Flagship Private Wealth, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Flagship Private Wealth, LLC holds 27,308 shares of SPYV stock, worth $1.3 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
27,308
Previous 28,049
2.64%
Holding current value
$1.3 Million
Previous $1.43 Million
3.63%
% of portfolio
0.66%
Previous 0.69%
Shares
19 transactions
Others Institutions Holding SPYV
# of Institutions
1,091Shares Held
442MCall Options Held
316KPut Options Held
4.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.2MShares$3.72 Billion8.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.4MShares$1.97 Billion0.89% of portfolio
-
Allworth Financial LP20.4MShares$968 Million6.01% of portfolio
-
Demars Financial Group, LLC17.4MShares$826 Million9.72% of portfolio
-
Morgan Stanley New York, NY9.19MShares$437 Million0.03% of portfolio