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 $978,538. This represents 0.68% of its overall portfolio holdings.
Number of Shares
17,899
Previous 18,972
5.66%
Holding current value
$978,538
Previous $738 Million
1.22%
% of portfolio
0.68%
Previous 0.7%
Shares
2 transactions
Others Institutions Holding SPYV
# of Institutions
1,008Shares Held
406MCall Options Held
356KPut Options Held
41.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA76.7MShares$4.19 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$2.14 Billion0.95% of portfolio
-
Allworth Financial LP20.3MShares$1.11 Billion6.66% of portfolio
-
Envestnet Asset Management Inc12.6MShares$687 Million0.22% of portfolio
-
Morgan Stanley New York, NY9.59MShares$524 Million0.04% of portfolio