Foundation Wealth Management, Llc\Pa Spdr Portfolio S&P 500 Value E Transaction History
Foundation Wealth Management, Llc\Pa
- $231 Billion
- Q2 2025
A detailed history of Foundation Wealth Management, Llc\Pa transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Foundation Wealth Management, Llc\Pa holds 42,850 shares of SPYV stock, worth $2.28 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
42,850
Previous 43,762
2.08%
Holding current value
$2.28 Million
Previous $2.23 Billion
0.35%
% of portfolio
0.97%
Previous 1.06%
Shares
3 transactions
Others Institutions Holding SPYV
# of Institutions
1,145Shares Held
438MCall Options Held
259KPut Options Held
32.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.8MShares$4.2 Billion8.66% of portfolio
-
Lpl Financial LLC Fort Mill, SC45.1MShares$2.41 Billion0.83% of portfolio
-
Allworth Financial LP16.6MShares$887 Million4.32% of portfolio
-
Morgan Stanley New York, NY9.81MShares$523 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.98MShares$479 Million0.13% of portfolio