Northwest Financial Advisors Spdr Portfolio S&P 500 Value E Transaction History
Northwest Financial Advisors
- $145 Billion
- Q2 2024
A detailed history of Northwest Financial Advisors transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Northwest Financial Advisors holds 21,186 shares of SPYV stock, worth $1.12 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
21,186
Previous 20,203
4.87%
Holding current value
$1.12 Million
Previous $1.01 Billion
2.02%
% of portfolio
0.71%
Previous 0.74%
Shares
3 transactions
Others Institutions Holding SPYV
# of Institutions
963Shares Held
382MCall Options Held
312KPut Options Held
3.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA75.2MShares$3.96 Billion8.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC36MShares$1.89 Billion0.89% of portfolio
-
Allworth Financial LP20.3MShares$1.07 Billion6.66% of portfolio
-
Morgan Stanley New York, NY8.89MShares$468 Million0.03% of portfolio
-
Valmark Advisers, Inc.7.49MShares$395 Million6.25% of portfolio