Kaizen Financial Strategies Spdr Portfolio S&P 500 Value E Transaction History
Kaizen Financial Strategies
- $165 Million
- Q4 2024
A detailed history of Kaizen Financial Strategies transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Kaizen Financial Strategies holds 5,068 shares of SPYV stock, worth $266,880. This represents 0.16% of its overall portfolio holdings.
Number of Shares
5,068
Previous 5,047
0.42%
Holding current value
$266,880
Previous $266,000
2.63%
% of portfolio
0.16%
Previous 0.16%
Shares
10 transactions
Others Institutions Holding SPYV
# of Institutions
1,074Shares Held
437MCall Options Held
316KPut Options Held
4.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.2MShares$4.12 Billion8.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.4MShares$2.18 Billion0.89% of portfolio
-
Allworth Financial LP20.4MShares$1.07 Billion6.01% of portfolio
-
Demars Financial Group, LLC16.1MShares$850 Million10.16% of portfolio
-
Morgan Stanley New York, NY9.19MShares$484 Million0.03% of portfolio