Rockline Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History
Rockline Wealth Management, LLC
- $423 Billion
- Q2 2025
A detailed history of Rockline Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Rockline Wealth Management, LLC holds 3,935 shares of SPYV stock, worth $219,179. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,935Holding current value
$219,179% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding SPYV
# of Institutions
1,154Shares Held
443MCall Options Held
372KPut Options Held
26K-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$4.52 Billion8.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC45.1MShares$2.51 Billion0.83% of portfolio
-
Allworth Financial LP16.6MShares$926 Million4.32% of portfolio
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Morgan Stanley New York, NY9.8MShares$546 Million0.03% of portfolio
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Valmark Advisers, Inc.8.27MShares$461 Million6.12% of portfolio