Wealth Advisory Solutions, LLC Spdr Portfolio S&P 500 Value E Transaction History
Wealth Advisory Solutions, LLC
- $363 Million
- Q3 2024
A detailed history of Wealth Advisory Solutions, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Wealth Advisory Solutions, LLC holds 6,746 shares of SPYV stock, worth $350,049. This represents 0.1% of its overall portfolio holdings.
Number of Shares
6,746
Previous 7,400
8.84%
Holding current value
$350,049
Previous $360,000
1.11%
% of portfolio
0.1%
Previous 0.1%
Shares
3 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