Herold Advisors, Inc. Spdr Portfolio S&P 500 Value E Transaction History
Herold Advisors, Inc.
- $449 Million
- Q3 2024
A detailed history of Herold Advisors, Inc. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Herold Advisors, Inc. holds 7,634 shares of SPYV stock, worth $399,945. This represents 0.09% of its overall portfolio holdings.
Number of Shares
7,634
Previous 7,264
5.09%
Holding current value
$399,945
Previous $354,000
13.84%
% of portfolio
0.09%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding SPYV
# of Institutions
1,051Shares Held
430MCall Options Held
352KPut Options Held
41.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.2MShares$4.1 Billion8.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.4MShares$2.17 Billion0.89% of portfolio
-
Allworth Financial LP20.4MShares$1.07 Billion6.01% of portfolio
-
Morgan Stanley New York, NY9.59MShares$502 Million0.04% of portfolio
-
Valmark Advisers, Inc.7.67MShares$402 Million6.14% of portfolio