Harvest Group Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History
Harvest Group Wealth Management, LLC
- $154 Million
- Q1 2023
A detailed history of Harvest Group Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Harvest Group Wealth Management, LLC holds 335,368 shares of SPYV stock, worth $17.4 Million. This represents 8.89% of its overall portfolio holdings.
Number of Shares
335,368
Previous 334,412
0.29%
Holding current value
$17.4 Million
Previous $13 Million
5.01%
% of portfolio
8.89%
Previous 8.96%
Shares
5 transactions
Others Institutions Holding SPYV
# of Institutions
1,012Shares Held
407MCall Options Held
356KPut Options Held
41.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA76.7MShares$3.98 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$2.03 Billion0.95% of portfolio
-
Allworth Financial LP20.3MShares$1.05 Billion6.66% of portfolio
-
Envestnet Asset Management Inc12.6MShares$652 Million0.22% of portfolio
-
Morgan Stanley New York, NY9.59MShares$497 Million0.04% of portfolio