Mascagni Wealth Management, Inc. Spdr Portfolio S&P 500 Value E Transaction History
Mascagni Wealth Management, Inc.
- $129 Billion
- Q3 2025
A detailed history of Mascagni Wealth Management, Inc. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Mascagni Wealth Management, Inc. holds 5,963 shares of SPYV stock, worth $327,010. This represents 0.25% of its overall portfolio holdings.
Number of Shares
5,963
Previous 6,551
8.98%
Holding current value
$327,010
Previous $343 Million
3.76%
% of portfolio
0.25%
Previous 0.29%
Shares
6 transactions
Others Institutions Holding SPYV
# of Institutions
1,156Shares Held
443MCall Options Held
372KPut Options Held
26K-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$4.45 Billion8.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC45.1MShares$2.48 Billion0.83% of portfolio
-
Allworth Financial LP16.6MShares$912 Million4.32% of portfolio
-
Morgan Stanley New York, NY9.8MShares$537 Million0.03% of portfolio
-
Valmark Advisers, Inc.8.51MShares$467 Million6.19% of portfolio