Heritage Family Offices, LLP Spdr Portfolio S&P 500 Value E Transaction History
Heritage Family Offices, LLP
- $200 Billion
- Q4 2024
A detailed history of Heritage Family Offices, LLP transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Heritage Family Offices, LLP holds 5,820 shares of SPYV stock, worth $306,946. This represents 0.15% of its overall portfolio holdings.
Number of Shares
5,820Holding current value
$306,946% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding SPYV
# of Institutions
1,078Shares Held
437MCall Options Held
316KPut Options Held
4.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.2MShares$4.13 Billion8.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.4MShares$2.18 Billion0.89% of portfolio
-
Allworth Financial LP20.4MShares$1.07 Billion6.01% of portfolio
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Demars Financial Group, LLC16.1MShares$851 Million10.16% of portfolio
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Morgan Stanley New York, NY9.19MShares$484 Million0.03% of portfolio