Independent Advisor Alliance Spdr Portfolio S&P 500 Value E Transaction History
Independent Advisor Alliance
- $7.25 Billion
- Q4 2024
A detailed history of Independent Advisor Alliance transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Independent Advisor Alliance holds 1,553,951 shares of SPYV stock, worth $78.7 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
1,553,951
Previous 25,423
6012.38%
Holding current value
$78.7 Million
Previous $1.34 Million
5817.27%
% of portfolio
1.1%
Previous 0.05%
Shares
8 transactions
Others Institutions Holding SPYV
# of Institutions
1,088Shares Held
438MCall 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