Trueblood Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History
Trueblood Wealth Management, LLC
- $177 Billion
- Q2 2024
A detailed history of Trueblood Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Trueblood Wealth Management, LLC holds 8,812 shares of SPYV stock, worth $451,350. This represents 0.24% of its overall portfolio holdings.
Number of Shares
8,812
Previous 8,885
0.82%
Holding current value
$451,350
Previous $445 Million
3.51%
% of portfolio
0.24%
Previous 0.25%
Shares
3 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$3.85 Billion8.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC36MShares$1.84 Billion0.89% of portfolio
-
Allworth Financial LP19.8MShares$1.02 Billion6.25% of portfolio
-
Morgan Stanley New York, NY8.89MShares$455 Million0.03% of portfolio
-
Valmark Advisers, Inc.7.35MShares$377 Million6.14% of portfolio