Geo Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History
Geo Wealth Management, LLC
- $2.92 Billion
- Q4 2024
A detailed history of Geo Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Geo Wealth Management, LLC holds 143,852 shares of SPYV stock, worth $6.84 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
143,852
Previous 139,039
3.46%
Holding current value
$6.84 Million
Previous $7.35 Million
0.1%
% of portfolio
0.25%
Previous 0.27%
Shares
12 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