Shum Financial Group, Inc. Spdr Portfolio S&P 500 Value E Transaction History
Shum Financial Group, Inc.
- $116 Billion
- Q4 2024
A detailed history of Shum Financial Group, Inc. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Shum Financial Group, Inc. holds 51,516 shares of SPYV stock, worth $2.71 Million. This represents 2.28% of its overall portfolio holdings.
Number of Shares
51,516
Previous 50,623
1.76%
Holding current value
$2.71 Million
Previous $2.73 Billion
3.54%
% of portfolio
2.28%
Previous 2.28%
Shares
2 transactions
Others Institutions Holding SPYV
# of Institutions
1,013Shares Held
409MCall Options Held
356KPut Options Held
41.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA76.7MShares$4.03 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$2.06 Billion0.95% of portfolio
-
Allworth Financial LP20.3MShares$1.07 Billion6.66% of portfolio
-
Envestnet Asset Management Inc12.6MShares$661 Million0.22% of portfolio
-
Morgan Stanley New York, NY9.59MShares$504 Million0.04% of portfolio