Heritage Wealth Architects, Inc. Spdr Portfolio S&P 500 Value E Transaction History
Heritage Wealth Architects, Inc.
- $162 Billion
- Q3 2025
A detailed history of Heritage Wealth Architects, Inc. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Heritage Wealth Architects, Inc. holds 23,858 shares of SPYV stock, worth $1.34 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
23,858
Previous 23,748
0.46%
Holding current value
$1.34 Million
Previous $1.24 Billion
6.2%
% of portfolio
0.81%
Previous 0.92%
Shares
2 transactions
Others Institutions Holding SPYV
# of Institutions
1,181Shares Held
475MCall Options Held
127KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA81.7MShares$4.59 Billion8.66% of portfolio
-
Lpl Financial LLC Fort Mill, SC46.4MShares$2.61 Billion0.8% of portfolio
-
Goldman Sachs Group Inc New York, NY22.2MShares$1.25 Billion0.16% of portfolio
-
Allworth Financial LP19.3MShares$1.08 Billion4.86% of portfolio
-
Morgan Stanley New York, NY8.97MShares$504 Million0.03% of portfolio