Aj Wealth Strategies, LLC Spdr Portfolio S&P 500 Value E Transaction History
Aj Wealth Strategies, LLC
- $2.07 Billion
- Q2 2023
Shares
1 transactions
Others Institutions Holding SPYV
# of Institutions
1,011Shares Held
407MCall Options Held
356KPut Options Held
41.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA76.7MShares$4.23 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$2.16 Billion0.95% of portfolio
-
Allworth Financial LP20.3MShares$1.12 Billion6.66% of portfolio
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Envestnet Asset Management Inc12.6MShares$693 Million0.22% of portfolio
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Morgan Stanley New York, NY9.59MShares$528 Million0.04% of portfolio