Mgb Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History
Mgb Wealth Management, LLC
- $267 Billion
- Q2 2024
A detailed history of Mgb Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Mgb Wealth Management, LLC holds 12,524 shares of SPYV stock, worth $641,479. This represents 0.23% of its overall portfolio holdings.
Number of Shares
12,524
Previous 12,791
2.09%
Holding current value
$641,479
Previous $641 Million
2.82%
% of portfolio
0.23%
Previous 0.26%
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