Harrison & CO Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History

Harrison & CO Wealth Management, LLC

  • $103 Million
  • Q4 2022

A detailed history of Harrison & CO Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Harrison & CO Wealth Management, LLC holds 13,988 shares of SPYV stock, worth $785,705. This represents 0.53% of its overall portfolio holdings.

Number of Shares
13,988
Previous 12,517 11.75%
Holding current value
$785,705
Previous $432,000 25.69%
% of portfolio
0.53%
Previous 0.46%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 17, 2023
BUY
$34.79 - $40.71 $51,176 - $59,884
1,471 Added 11.75%
13,988 $0
Q3 2022

Oct 18, 2022
SELL
$34.49 - $40.43 $3,552 - $4,164
-103 Reduced 0.82%
12,517 $432,000
Q2 2022

Jul 11, 2022
SELL
$35.93 - $42.52 $4,563 - $5,400
-127 Reduced 1.0%
12,620 $465,000
Q1 2022

Apr 18, 2022
BUY
$39.54 - $42.64 $27,045 - $29,165
684 Added 5.67%
12,747 $532,000
Q4 2021

Jan 31, 2022
BUY
$39.14 - $42.04 $472,145 - $507,128
12,063 New
12,063 $507,000

Others Institutions Holding SPYV

# of Institutions
1,179
Shares Held
475M
Call Options Held
127K
Put Options Held
14.4K
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 Harrison & CO Wealth Management, LLC Portfolio

Follow Harrison & CO Wealth Management, 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 Harrison & CO Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Harrison & CO Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email