Epg Wealth Management LLC Spdr Portfolio S&P 500 Value E Transaction History
Epg Wealth Management LLC
- $401 Million
- Q1 2024
Shares
3 transactions
Others Institutions Holding SPYV
# of Institutions
889Shares Held
372MCall 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$945 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