Wealth Management Resources, Inc. Spdr Portfolio S&P 500 Value E Transaction History
Wealth Management Resources, Inc.
- $250 Million
- Q3 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 28,692 shares of SPYV stock, worth $1.54 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
28,692
Previous 27,557
4.12%
Holding current value
$1.54 Million
Previous $1.34 Million
12.88%
% of portfolio
0.61%
Previous 0.58%
Shares
12 transactions
Others Institutions Holding SPYV
# of Institutions
1,008Shares Held
406MCall Options Held
356KPut Options Held
41.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA76.7MShares$4.11 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$2.1 Billion0.95% of portfolio
-
Allworth Financial LP20.3MShares$1.09 Billion6.66% of portfolio
-
Envestnet Asset Management Inc12.6MShares$675 Million0.22% of portfolio
-
Morgan Stanley New York, NY9.59MShares$514 Million0.04% of portfolio