Wealth Management Resources, Inc. Spdr Portfolio S&P 500 Value E Transaction History
Wealth Management Resources, Inc.
- $271 Million
- Q4 2024
A detailed history of Wealth Management Resources, Inc. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Wealth Management Resources, Inc. holds 28,697 shares of SPYV stock, worth $1.51 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
28,697
Previous 28,692
0.02%
Holding current value
$1.51 Million
Previous $1.52 Million
3.23%
% of portfolio
0.54%
Previous 0.61%
Shares
13 transactions
Others Institutions Holding SPYV
# of Institutions
1,013Shares Held
409MCall Options Held
356KPut Options Held
41.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA76.7MShares$4.03 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$2.06 Billion0.95% of portfolio
-
Allworth Financial LP20.3MShares$1.07 Billion6.66% of portfolio
-
Envestnet Asset Management Inc12.6MShares$661 Million0.22% of portfolio
-
Morgan Stanley New York, NY9.59MShares$504 Million0.04% of portfolio