Org Wealth Partners, LLC Spdr Portfolio S&P 500 Value E Transaction History
Org Wealth Partners, LLC
- $221 Million
- Q1 2025
A detailed history of Org Wealth Partners, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Org Wealth Partners, LLC holds 495 shares of SPYV stock, worth $23,532. This represents 0.01% of its overall portfolio holdings.
Number of Shares
495
Previous 495
-0.0%
Holding current value
$23,532
Previous $25,000
-0.0%
% of portfolio
0.01%
Previous 0.02%
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$3.72 Billion8.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.4MShares$1.97 Billion0.89% of portfolio
-
Allworth Financial LP20.4MShares$968 Million6.01% of portfolio
-
Demars Financial Group, LLC17.4MShares$826 Million9.72% of portfolio
-
Morgan Stanley New York, NY9.19MShares$437 Million0.03% of portfolio