Plan Group Financial, LLC Spdr Portfolio S&P 500 Value E Transaction History
Plan Group Financial, LLC
- $187 Million
- Q4 2024
A detailed history of Plan Group Financial, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Plan Group Financial, LLC holds 14,461 shares of SPYV stock, worth $753,562. This represents 0.4% of its overall portfolio holdings.
Number of Shares
14,461
Previous 14,707
1.67%
Holding current value
$753,562
Previous $777,000
4.89%
% of portfolio
0.4%
Previous 0.41%
Shares
2 transactions
Others Institutions Holding SPYV
# of Institutions
1,030Shares Held
420MCall Options Held
352KPut Options Held
41.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA76.7MShares$4 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$2.04 Billion0.95% of portfolio
-
Allworth Financial LP20.4MShares$1.06 Billion6.01% of portfolio
-
Envestnet Asset Management Inc12.6MShares$655 Million0.22% of portfolio
-
Morgan Stanley New York, NY9.59MShares$500 Million0.04% of portfolio