Montz Harcus Wealth Management LLC Spdr Portfolio S&P 500 Value E Transaction History
Montz Harcus Wealth Management LLC
- $226 Million
- Q3 2025
A detailed history of Montz Harcus Wealth Management LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 3,646 shares of SPYV stock, worth $199,946. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,646Holding current value
$199,946% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding SPYV
# of Institutions
1,160Shares Held
444MCall 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