Vertex Planning Partners, LLC Spdr Portfolio S&P 500 Value E Transaction History
Vertex Planning Partners, LLC
- $453 Billion
- Q4 2024
A detailed history of Vertex Planning Partners, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 53,875 shares of SPYV stock, worth $2.75 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
53,875
Previous 53,533
0.64%
Holding current value
$2.75 Million
Previous $2.83 Billion
2.64%
% of portfolio
0.61%
Previous 0.68%
Shares
9 transactions
Others Institutions Holding SPYV
# of Institutions
1,086Shares Held
438MCall Options Held
316KPut Options Held
4.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.2MShares$3.99 Billion8.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.4MShares$2.11 Billion0.89% of portfolio
-
Allworth Financial LP20.4MShares$1.04 Billion6.01% of portfolio
-
Demars Financial Group, LLC16.1MShares$823 Million10.16% of portfolio
-
Morgan Stanley New York, NY9.19MShares$468 Million0.03% of portfolio