Steel Peak Wealth Management LLC Spdr Portfolio S&P 500 Value E Transaction History
Steel Peak Wealth Management LLC
- $2.25 Billion
- Q3 2024
A detailed history of Steel Peak Wealth Management LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 287,228 shares of SPYV stock, worth $14.9 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
287,228
Previous 307,153
6.49%
Holding current value
$14.9 Million
Previous $15 Million
1.42%
% of portfolio
0.68%
Previous 0.7%
Shares
6 transactions
Others Institutions Holding SPYV
# of Institutions
1,012Shares Held
407MCall Options Held
356KPut Options Held
41.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA76.7MShares$3.98 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$2.03 Billion0.95% of portfolio
-
Allworth Financial LP20.3MShares$1.05 Billion6.66% of portfolio
-
Envestnet Asset Management Inc12.6MShares$652 Million0.22% of portfolio
-
Morgan Stanley New York, NY9.59MShares$497 Million0.04% of portfolio