Soa Wealth Advisors, Llc. Spdr Portfolio S&P 500 Value E Transaction History

Soa Wealth Advisors, Llc.

  • $517 Million
  • Q3 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 153,126 shares of SPYV stock, worth $7.95 Million. This represents 1.57% of its overall portfolio holdings.

Number of Shares
153,126
Previous 153,126 -0.0%
Holding current value
$7.95 Million
Previous $8.09 Million -0.0%
% of portfolio
1.57%
Previous 1.57%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
BUY
$48.51 - $52.86 $2.13 Million - $2.32 Million
43,857 Added 40.14%
153,126 $8.09 Million
Q2 2024

Jul 17, 2024
BUY
$47.37 - $50.09 $4.63 Million - $4.9 Million
97,727 Added 846.71%
109,269 $5.33 Million
Q1 2024

Apr 10, 2024
BUY
$45.88 - $50.1 $529,546 - $578,254
11,542 New
11,542 $578,000

Others Institutions Holding SPYV

# of Institutions
1,012
Shares Held
407M
Call Options Held
356K
Put Options Held
41.6K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

SPYV Quotes by TradingView
  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
Track This Portfolio

Track Soa Wealth Advisors, Llc. Portfolio

Follow Soa Wealth Advisors, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Soa Wealth Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Soa Wealth Advisors, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email