Fusion Family Wealth LLC Spdr Portfolio S&P 500 Value E Transaction History

Fusion Family Wealth LLC

  • $1.09 Billion
  • Q4 2024

A detailed history of Fusion Family Wealth LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Fusion Family Wealth LLC holds 4,706 shares of SPYV stock, worth $223,723. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,706
Previous 4,706 -0.0%
Holding current value
$223,723
Previous $248,000 3.23%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024
BUY
$39.63 - $46.73 $186,498 - $219,911
4,706 New
4,706 $219,000
Q2 2023

Jul 20, 2023
BUY
$40.17 - $43.27 $189,040 - $203,628
4,706 New
4,706 $203,000
Q3 2022

Oct 19, 2022
BUY
$34.49 - $40.43 $176,450 - $206,839
5,116 New
5,116 $200,000
Q1 2022

Apr 28, 2022
SELL
$39.54 - $42.64 $202,286 - $218,146
-5,116 Closed
0 $0
Q2 2021

Jul 30, 2021
BUY
$38.15 - $40.6 $195,175 - $207,709
5,116 New
5,116 $202,000

Others Institutions Holding SPYV

# of Institutions
1,091
Shares Held
442M
Call Options Held
316K
Put Options Held
4.7K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

SPYV Quotes by TradingView
  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
Track This Portfolio

Track Fusion Family Wealth LLC Portfolio

Follow Fusion Family Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fusion Family Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fusion Family Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email