Heritage Wealth Management, Inc. /Ca/ Spdr Portfolio S&P 500 Value E Transaction History
Heritage Wealth Management, Inc. /Ca/
- $139 Billion
- Q4 2024
A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 4,326 shares of SPYV stock, worth $219,025. This represents 0.16% of its overall portfolio holdings.
Number of Shares
4,326
Previous 6,178
29.98%
Holding current value
$219,025
Previous $327 Million
32.26%
% of portfolio
0.16%
Previous 0.23%
Shares
4 transactions
Others Institutions Holding SPYV
# of Institutions
1,089Shares Held
439MCall Options Held
316KPut Options Held
4.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.2MShares$3.96 Billion8.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.4MShares$2.1 Billion0.89% of portfolio
-
Allworth Financial LP20.4MShares$1.03 Billion6.01% of portfolio
-
Demars Financial Group, LLC16.1MShares$817 Million10.16% of portfolio
-
Morgan Stanley New York, NY9.19MShares$465 Million0.03% of portfolio