Topel & Distasi Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History

Topel & Distasi Wealth Management, LLC

  • $241 Million
  • Q3 2024

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 91,696 shares of SPYV stock, worth $4.82 Million. This represents 2.01% of its overall portfolio holdings.

Number of Shares
91,696
Previous 91,696 -0.0%
Holding current value
$4.82 Million
Previous $4.47 Million 8.46%
% of portfolio
2.01%
Previous 1.96%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Feb 23, 2022
BUY
$39.14 - $42.04 $3.59 Million - $3.85 Million
91,696 New
91,696 $3.85 Million

Others Institutions Holding SPYV

# of Institutions
1,013
Shares Held
409M
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 Topel & Distasi Wealth Management, LLC Portfolio

Follow Topel & Distasi Wealth Management, 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 Topel & Distasi Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Topel & Distasi Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email