Brown Miller Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History
Brown Miller Wealth Management, LLC
- $341 Million
- Q3 2025
A detailed history of Brown Miller Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Brown Miller Wealth Management, LLC holds 16,444 shares of SPYV stock, worth $901,788. This represents 0.27% of its overall portfolio holdings.
Number of Shares
16,444
Previous 15,676
4.9%
Holding current value
$901,788
Previous $820,000
10.85%
% of portfolio
0.27%
Previous 0.26%
Shares
17 transactions
Others Institutions Holding SPYV
# of Institutions
1,164Shares 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