Forza Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History
Forza Wealth Management, LLC
- $192 Billion
- Q1 2024
A detailed history of Forza Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Forza Wealth Management, LLC holds 4,165 shares of SPYV stock, worth $202,752. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,165Holding current value
$202,752% of portfolio
0.11%Shares
1 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
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Morgan Stanley New York, NY9.99MShares$486 Million0.04% of portfolio
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Valmark Advisers, Inc.7.43MShares$362 Million6.53% of portfolio