Mb Generational Wealth, LLC Spdr Portfolio S&P 500 Value E Transaction History
Mb Generational Wealth, LLC
- $139 Billion
- Q3 2024
A detailed history of Mb Generational Wealth, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Mb Generational Wealth, LLC holds 6,227 shares of SPYV stock, worth $323,741. This represents 0.24% of its overall portfolio holdings.
Number of Shares
6,227
Previous 6,227
-0.0%
Holding current value
$323,741
Previous $304 Million
8.45%
% of portfolio
0.24%
Previous 0.24%
Shares
3 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$3.99 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$2.04 Billion0.95% of portfolio
-
Allworth Financial LP20.3MShares$1.06 Billion6.66% of portfolio
-
Envestnet Asset Management Inc12.6MShares$654 Million0.22% of portfolio
-
Morgan Stanley New York, NY9.59MShares$498 Million0.04% of portfolio