Vision Point Advisory Group, LLC Spdr Portfolio S&P 500 Value E Transaction History
Vision Point Advisory Group, LLC
- $473 Million
- Q3 2025
A detailed history of Vision Point Advisory Group, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 21,577 shares of SPYV stock, worth $1.21 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
21,577
Previous 10,297
109.55%
Holding current value
$1.21 Million
Previous $538,000
121.75%
% of portfolio
0.25%
Previous 0.12%
Shares
8 transactions
Others Institutions Holding SPYV
# of Institutions
1,179Shares Held
475MCall Options Held
127KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA81.7MShares$4.59 Billion8.66% of portfolio
-
Lpl Financial LLC Fort Mill, SC46.4MShares$2.61 Billion0.8% of portfolio
-
Goldman Sachs Group Inc New York, NY22.2MShares$1.25 Billion0.16% of portfolio
-
Allworth Financial LP19.3MShares$1.08 Billion4.86% of portfolio
-
Morgan Stanley New York, NY8.97MShares$504 Million0.03% of portfolio