Element Wealth, LLC Spdr Portfolio S&P 500 Value E Transaction History
Element Wealth, LLC
- $181 Million
- Q1 2025
Shares
3 transactions
Others Institutions Holding SPYV
# of Institutions
1,090Shares 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