Wrenne Financial Planning LLC Spdr Portfolio S&P 500 Value E Transaction History
Wrenne Financial Planning LLC
- $168 Billion
- Q3 2024
A detailed history of Wrenne Financial Planning LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Wrenne Financial Planning LLC holds 49,439 shares of SPYV stock, worth $2.55 Million. This represents 1.56% of its overall portfolio holdings.
Number of Shares
49,439
Previous 49,957
1.04%
Holding current value
$2.55 Million
Previous $2.43 Billion
7.33%
% of portfolio
1.56%
Previous 1.68%
Shares
4 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$3.96 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$2.02 Billion0.95% of portfolio
-
Allworth Financial LP20.3MShares$1.05 Billion6.66% of portfolio
-
Envestnet Asset Management Inc12.6MShares$650 Million0.22% of portfolio
-
Morgan Stanley New York, NY9.59MShares$495 Million0.04% of portfolio