Mgb Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History
Mgb Wealth Management, LLC
- $246 Billion
- Q1 2024
A detailed history of Mgb Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Mgb Wealth Management, LLC holds 12,791 shares of SPYV stock, worth $649,399. This represents 0.26% of its overall portfolio holdings.
Number of Shares
12,791
Previous 12,783
0.06%
Holding current value
$649,399
Previous $596 Million
7.51%
% of portfolio
0.26%
Previous 0.3%
Shares
2 transactions
Others Institutions Holding SPYV
# of Institutions
903Shares Held
415MCall Options Held
231KPut Options Held
10.2K-
Financial Engines Advisors L.L.C. Santa Clara, CA73.9MShares$3.75 Billion8.35% of portfolio
-
Williams Financial, LLC Bennington, VT43MShares$2.18 Billion21.73% of portfolio
-
Lpl Financial LLC Fort Mill, SC33.4MShares$1.7 Billion0.92% of portfolio
-
Allworth Financial LP19.8MShares$1.01 Billion6.25% of portfolio
-
Morgan Stanley New York, NY9.99MShares$507 Million0.04% of portfolio