Wealth Management Solutions, LLC Spdr Portfolio S&P 500 Value E Transaction History
Wealth Management Solutions, LLC
- $145 Million
- Q3 2023
Shares
2 transactions
Others Institutions Holding SPYV
# of Institutions
1,014Shares Held
407MCall Options Held
356KPut Options Held
41.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA76.7MShares$3.99 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$2.04 Billion0.95% of portfolio
-
Allworth Financial LP20.3MShares$1.06 Billion6.66% of portfolio
-
Envestnet Asset Management Inc12.6MShares$654 Million0.22% of portfolio
-
Morgan Stanley New York, NY9.59MShares$499 Million0.04% of portfolio