Innovative Wealth Building LLC Spdr Portfolio S&P 500 Value E Transaction History
Innovative Wealth Building LLC
- $121 Billion
 - Q2 2025
 
A detailed history of Innovative Wealth Building LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Innovative Wealth Building LLC holds 4,095 shares of SPYV stock, worth $224,569. This represents 0.18% of its overall portfolio holdings.
Number of Shares
4,095
              Previous 9,569
              
        
           57.21%
        
      
          
        Holding current value
$224,569
            Previous $489 Million
            
        
           56.14%
        
      
          
        % of portfolio
0.18%
            Previous 0.45%
          
        Shares
	  3 transactions
	
  Others Institutions Holding SPYV
# of Institutions
1,165Shares Held
449MCall Options Held
372KPut Options Held
26K- 
    
      Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$4.45 Billion8.5% of portfolio
 - 
    
      Lpl Financial LLC Fort Mill, SC45.1MShares$2.48 Billion0.83% of portfolio
 - 
    
      Allworth Financial LP16.6MShares$912 Million4.32% of portfolio
 - 
    
      Morgan Stanley New York, NY9.8MShares$537 Million0.03% of portfolio
 - 
    
      Valmark Advisers, Inc.8.51MShares$467 Million6.19% of portfolio