Catalyst Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History
Catalyst Wealth Management, LLC
- $107 Billion
- Q1 2023
A detailed history of Catalyst Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Catalyst Wealth Management, LLC holds 17,899 shares of SPYV stock, worth $942,561. This represents 0.68% of its overall portfolio holdings.
Number of Shares
17,899
Previous 18,972
5.66%
Holding current value
$942,561
Previous $738 Million
1.22%
% of portfolio
0.68%
Previous 0.7%
Shares
2 transactions
Others Institutions Holding SPYV
# of Institutions
963Shares Held
382MCall Options Held
312KPut Options Held
3.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA75.2MShares$3.96 Billion8.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC36MShares$1.89 Billion0.89% of portfolio
-
Allworth Financial LP20.3MShares$1.07 Billion6.66% of portfolio
-
Morgan Stanley New York, NY8.89MShares$468 Million0.03% of portfolio
-
Valmark Advisers, Inc.7.49MShares$395 Million6.25% of portfolio