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 $881,167. This represents 0.68% of its overall portfolio holdings.
Number of Shares
17,899
Previous 18,972
5.66%
Holding current value
$881,167
Previous $738 Million
1.22%
% of portfolio
0.68%
Previous 0.7%
Shares
2 transactions
Others Institutions Holding SPYV
# of Institutions
1,093Shares Held
456MCall Options Held
316KPut Options Held
4.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.2MShares$3.85 Billion8.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.4MShares$2.04 Billion0.89% of portfolio
-
Demars Financial Group, LLC17.4MShares$856 Million9.72% of portfolio
-
Allworth Financial LP16.2MShares$798 Million4.76% of portfolio
-
Horizon Financial Services, LLC16.2MShares$797 Million7.33% of portfolio