Foundation Wealth Management, Llc\Pa Spdr Portfolio S&P 500 Value E Transaction History
Foundation Wealth Management, Llc\Pa
- $206 Billion
- Q4 2024
A detailed history of Foundation Wealth Management, Llc\Pa transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Foundation Wealth Management, Llc\Pa holds 42,082 shares of SPYV stock, worth $2.16 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
42,082Holding current value
$2.16 Million% of portfolio
1.04%Shares
1 transactions
Others Institutions Holding SPYV
# of Institutions
1,086Shares Held
438MCall Options Held
316KPut Options Held
4.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.2MShares$4.01 Billion8.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.4MShares$2.12 Billion0.89% of portfolio
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Allworth Financial LP20.4MShares$1.04 Billion6.01% of portfolio
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Demars Financial Group, LLC16.1MShares$828 Million10.16% of portfolio
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Morgan Stanley New York, NY9.19MShares$471 Million0.03% of portfolio