Cook Wealth Management Group LLC Spdr Portfolio S&P 500 Value E Transaction History
Cook Wealth Management Group LLC
- $206 Million
- Q4 2024
Shares
1 transactions
Others Institutions Holding SPYV
# of Institutions
1,089Shares Held
458MCall Options Held
316KPut Options Held
4.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.2MShares$3.82 Billion8.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.4MShares$2.02 Billion0.89% of portfolio
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Allworth Financial LP20.4MShares$994 Million6.01% of portfolio
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Demars Financial Group, LLC17.4MShares$848 Million9.72% of portfolio
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Horizon Financial Services, LLC16.2MShares$790 Million7.33% of portfolio