Catalyst Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History
Catalyst Wealth Management, LLC
- $107 Billion
- Q1 2023
A detailed history of Catalyst Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Catalyst Wealth Management, LLC holds 17,899 shares of SPYV stock, worth $870,786. This represents 0.68% of its overall portfolio holdings.
Number of Shares
17,899
Previous 18,972
5.66%
Holding current value
$870,786
Previous $738 Million
1.22%
% of portfolio
0.68%
Previous 0.7%
Shares
2 transactions
Others Institutions Holding SPYV
# of Institutions
887Shares Held
371MCall Options Held
246KPut Options Held
10.2K-
Financial Engines Advisors L.L.C. Santa Clara, CA73.9MShares$3.6 Billion8.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC33.4MShares$1.63 Billion0.92% of portfolio
-
Allworth Financial LP19.4MShares$944 Million6.94% of portfolio
-
Morgan Stanley New York, NY9.99MShares$486 Million0.04% of portfolio
-
Valmark Advisers, Inc.7.43MShares$362 Million6.53% of portfolio