Sfg Wealth Management, Llc. Spdr Portfolio S&P 500 Value E Transaction History
Sfg Wealth Management, Llc.
- $181 Million
- Q3 2024
A detailed history of Sfg Wealth Management, Llc. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 4,410 shares of SPYV stock, worth $228,834. This represents 0.13% of its overall portfolio holdings.
Number of Shares
4,410
Previous 4,778
7.7%
Holding current value
$228,834
Previous $232,000
0.43%
% of portfolio
0.13%
Previous 0.14%
Shares
9 transactions
Others Institutions Holding SPYV
# of Institutions
1,012Shares Held
407MCall Options Held
356KPut Options Held
41.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA76.7MShares$3.98 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$2.03 Billion0.95% of portfolio
-
Allworth Financial LP20.3MShares$1.05 Billion6.66% of portfolio
-
Envestnet Asset Management Inc12.6MShares$652 Million0.22% of portfolio
-
Morgan Stanley New York, NY9.59MShares$497 Million0.04% of portfolio