Bcgm Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History
Bcgm Wealth Management, LLC
- $288 Million
- Q4 2024
A detailed history of Bcgm Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Bcgm Wealth Management, LLC holds 14,645 shares of SPYV stock, worth $773,548. This represents 0.26% of its overall portfolio holdings.
Number of Shares
14,645
Previous 15,388
4.83%
Holding current value
$773,548
Previous $813,000
8.0%
% of portfolio
0.26%
Previous 0.28%
Shares
10 transactions
Others Institutions Holding SPYV
# of Institutions
1,082Shares Held
437MCall Options Held
316KPut Options Held
4.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.2MShares$4.13 Billion8.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.4MShares$2.19 Billion0.89% of portfolio
-
Allworth Financial LP20.4MShares$1.08 Billion6.01% of portfolio
-
Demars Financial Group, LLC16.1MShares$853 Million10.16% of portfolio
-
Morgan Stanley New York, NY9.19MShares$485 Million0.03% of portfolio