Wealthgarden F.S. LLC Spdr Portfolio S&P 500 Value E Transaction History
Wealthgarden F.S. LLC
- $104 Billion
- Q1 2025
A detailed history of Wealthgarden F.S. LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Wealthgarden F.S. LLC holds 40,802 shares of SPYV stock, worth $2.01 Million. This represents 2.0% of its overall portfolio holdings.
Number of Shares
40,802
Previous 29,983
36.08%
Holding current value
$2.01 Million
Previous $1.53 Billion
35.9%
% of portfolio
2.0%
Previous 1.43%
Shares
4 transactions
Others Institutions Holding SPYV
# of Institutions
1,107Shares Held
449MCall Options Held
259KPut Options Held
30.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.8MShares$3.88 Billion8.66% of portfolio
-
Lpl Financial LLC Fort Mill, SC42.8MShares$2.11 Billion0.89% of portfolio
-
Demars Financial Group, LLC17.4MShares$856 Million9.72% of portfolio
-
Allworth Financial LP16.2MShares$798 Million4.76% of portfolio
-
Morgan Stanley New York, NY9.81MShares$483 Million0.04% of portfolio