Summit Trail Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History
Summit Trail Advisors, LLC
- $2.68 Billion
- Q4 2024
A detailed history of Summit Trail Advisors, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 16,097 shares of SPYV stock, worth $765,251. This represents 0.03% of its overall portfolio holdings.
Number of Shares
16,097
Previous 16,097
-0.0%
Holding current value
$765,251
Previous $850,000
3.18%
% of portfolio
0.03%
Previous 0.02%
Shares
8 transactions
Others Institutions Holding SPYV
# of Institutions
1,091Shares Held
442MCall Options Held
316KPut Options Held
4.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.2MShares$3.72 Billion8.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.4MShares$1.97 Billion0.89% of portfolio
-
Allworth Financial LP20.4MShares$968 Million6.01% of portfolio
-
Demars Financial Group, LLC17.4MShares$826 Million9.72% of portfolio
-
Morgan Stanley New York, NY9.19MShares$437 Million0.03% of portfolio