Mbe Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History
Mbe Wealth Management, LLC
- $160 Million
- Q2 2024
A detailed history of Mbe Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Mbe Wealth Management, LLC holds 436,212 shares of SPYV stock, worth $22.6 Million. This represents 13.31% of its overall portfolio holdings.
Number of Shares
436,212
Previous 414,971
5.12%
Holding current value
$22.6 Million
Previous $20.8 Million
2.26%
% of portfolio
13.31%
Previous 13.27%
Shares
3 transactions
Others Institutions Holding SPYV
# of Institutions
939Shares Held
378MCall Options Held
307KPut Options Held
3.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA75.2MShares$3.89 Billion8.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC36MShares$1.86 Billion0.89% of portfolio
-
Allworth Financial LP19.8MShares$1.03 Billion6.25% of portfolio
-
Morgan Stanley New York, NY8.89MShares$460 Million0.03% of portfolio
-
Valmark Advisers, Inc.7.35MShares$380 Million6.14% of portfolio