Trueblood Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History
Trueblood Wealth Management, LLC
- $199 Billion
- Q3 2024
A detailed history of Trueblood Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Trueblood Wealth Management, LLC holds 8,752 shares of SPYV stock, worth $478,471. This represents 0.23% of its overall portfolio holdings.
Number of Shares
8,752
Previous 8,812
0.68%
Holding current value
$478,471
Previous $429 Million
7.71%
% of portfolio
0.23%
Previous 0.24%
Shares
4 transactions
Others Institutions Holding SPYV
# of Institutions
1,009Shares Held
407MCall Options Held
356KPut Options Held
41.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA76.7MShares$4.19 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$2.14 Billion0.95% of portfolio
-
Allworth Financial LP20.3MShares$1.11 Billion6.66% of portfolio
-
Envestnet Asset Management Inc12.6MShares$687 Million0.22% of portfolio
-
Morgan Stanley New York, NY9.59MShares$524 Million0.04% of portfolio