Catalyst Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History
Catalyst Wealth Management, LLC
- $107 Billion
- Q1 2023
A detailed history of Catalyst Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Catalyst Wealth Management, LLC holds 17,899 shares of SPYV stock, worth $943,814. This represents 0.68% of its overall portfolio holdings.
Number of Shares
17,899
Previous 18,972
5.66%
Holding current value
$943,814
Previous $738 Million
1.22%
% of portfolio
0.68%
Previous 0.7%
Shares
2 transactions
Others Institutions Holding SPYV
# of Institutions
939Shares Held
378MCall Options Held
307KPut Options Held
3.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA75.2MShares$3.97 Billion8.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC36MShares$1.9 Billion0.89% of portfolio
-
Allworth Financial LP19.8MShares$1.05 Billion6.25% of portfolio
-
Morgan Stanley New York, NY8.89MShares$469 Million0.03% of portfolio
-
Valmark Advisers, Inc.7.35MShares$388 Million6.14% of portfolio