Wcg Wealth Advisors LLC Spdr Portfolio S&P 500 Value E Transaction History
Wcg Wealth Advisors LLC
- $1.42 Billion
- Q4 2024
A detailed history of Wcg Wealth Advisors LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 55,625 shares of SPYV stock, worth $2.82 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
55,625
Previous 62,055
10.36%
Holding current value
$2.82 Million
Previous $3.28 Million
13.29%
% of portfolio
0.2%
Previous 0.22%
Shares
12 transactions
Others Institutions Holding SPYV
# of Institutions
1,089Shares Held
439MCall Options Held
316KPut Options Held
4.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.2MShares$3.96 Billion8.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.4MShares$2.1 Billion0.89% of portfolio
-
Allworth Financial LP20.4MShares$1.03 Billion6.01% of portfolio
-
Demars Financial Group, LLC16.1MShares$817 Million10.16% of portfolio
-
Morgan Stanley New York, NY9.19MShares$465 Million0.03% of portfolio