Ica Group Wealth Management, LLC Spdr S&P 1500 Value Tilt ETF Transaction History
Ica Group Wealth Management, LLC
- $164 Million
- Q2 2024
A detailed history of Ica Group Wealth Management, LLC transactions in Spdr S&P 1500 Value Tilt ETF stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 26,539 shares of VLU stock, worth $5.1 Million. This represents 2.79% of its overall portfolio holdings.
Number of Shares
26,539
Previous 76,369
65.25%
Holding current value
$5.1 Million
Previous $13.4 Million
65.89%
% of portfolio
2.79%
Previous 2.71%
Shares
3 transactions
Others Institutions Holding VLU
# of Institutions
79Shares Held
1.55MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC352KShares$67.7 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN237KShares$45.5 Million0.01% of portfolio
-
Mai Capital Management63.9KShares$12.3 Million0.12% of portfolio
-
Lws Wealth Advisors, Inc.63.3KShares$12.2 Million3.97% of portfolio
-
Compass Financial Services Inc West Des Moines, IA56.1KShares$10.8 Million5.84% of portfolio