Wealth Management Resources, Inc. Spdr Portfolio S&P 500 Value E Transaction History
Wealth Management Resources, Inc.
- $271 Million
- Q4 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 28,697 shares of SPYV stock, worth $1.47 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
28,697
Previous 28,692
0.02%
Holding current value
$1.47 Million
Previous $1.52 Million
3.23%
% of portfolio
0.54%
Previous 0.61%
Shares
13 transactions
Others Institutions Holding SPYV
# of Institutions
1,088Shares Held
438MCall Options Held
316KPut Options Held
4.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.2MShares$4.02 Billion8.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.4MShares$2.13 Billion0.89% of portfolio
-
Allworth Financial LP20.4MShares$1.05 Billion6.01% of portfolio
-
Demars Financial Group, LLC16.1MShares$830 Million10.16% of portfolio
-
Morgan Stanley New York, NY9.19MShares$472 Million0.03% of portfolio