Journey Strategic Wealth LLC Spdr Portfolio S&P 500 Value E Transaction History
Journey Strategic Wealth LLC
- $2.65 Billion
- Q4 2024
A detailed history of Journey Strategic Wealth LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 295,691 shares of SPYV stock, worth $14.1 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
295,691
Previous 293,201
0.85%
Holding current value
$14.1 Million
Previous $15.5 Million
2.43%
% of portfolio
0.57%
Previous 0.57%
Shares
2 transactions
Others Institutions Holding SPYV
# of Institutions
1,090Shares Held
443MCall Options Held
316KPut Options Held
4.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.2MShares$3.73 Billion8.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.4MShares$1.98 Billion0.89% of portfolio
-
Allworth Financial LP20.4MShares$972 Million6.01% of portfolio
-
Demars Financial Group, LLC17.4MShares$829 Million9.72% of portfolio
-
Morgan Stanley New York, NY9.19MShares$438 Million0.03% of portfolio