Silver Oak Wealth Management LLC Spdr Portfolio S&P 500 Value E Transaction History
Silver Oak Wealth Management LLC
- $465 Billion
- Q4 2024
A detailed history of Silver Oak Wealth Management LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 348,660 shares of SPYV stock, worth $18.1 Million. This represents 3.84% of its overall portfolio holdings.
Number of Shares
348,660
Previous 314,976
10.69%
Holding current value
$18.1 Million
Previous $16.6 Billion
7.09%
% of portfolio
3.84%
Previous 3.73%
Shares
5 transactions
Others Institutions Holding SPYV
# of Institutions
1,084Shares Held
437MCall Options Held
316KPut Options Held
4.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.2MShares$4.07 Billion8.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.4MShares$2.15 Billion0.89% of portfolio
-
Allworth Financial LP20.4MShares$1.06 Billion6.01% of portfolio
-
Demars Financial Group, LLC16.1MShares$840 Million10.16% of portfolio
-
Morgan Stanley New York, NY9.19MShares$478 Million0.03% of portfolio