Forza Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History
Forza Wealth Management, LLC
- $194 Billion
- Q2 2024
A detailed history of Forza Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Forza Wealth Management, LLC holds 4,165 shares of SPYV stock, worth $209,041. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,165
Previous 4,165
-0.0%
Holding current value
$209,041
Previous $209 Million
2.71%
% of portfolio
0.1%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding SPYV
# of Institutions
897Shares Held
414MCall Options Held
231KPut Options Held
10.2K-
Financial Engines Advisors L.L.C. Santa Clara, CA73.9MShares$3.71 Billion8.35% of portfolio
-
Williams Financial, LLC Bennington, VT43MShares$2.16 Billion21.73% of portfolio
-
Lpl Financial LLC Fort Mill, SC33.4MShares$1.68 Billion0.92% of portfolio
-
Allworth Financial LP19.4MShares$974 Million6.94% of portfolio
-
Morgan Stanley New York, NY9.99MShares$502 Million0.04% of portfolio