Eisner Amper Wealth Management Corporate Benefits, LLC Spdr S&P 600 Small Cap Value E Transaction History

Eisner Amper Wealth Management Corporate Benefits, LLC

$274 Million
Q4 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Jan 02, 2019	SELL	N/A	-15,836 Closed	0 $0
Q3 2018 Oct 02, 2018	BUY	N/A	15,836 New	15,836 $1.08 Million

Others Institutions Holding SLYV

# of Institutions

590

Shares Held

31.2M

Call Options Held

Put Options Held

800

Bank Of America Corp Charlotte, NC

2.67M
Shares

$241 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.5M
Shares

$135 Million
0.06% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.37M
Shares

$124 Million
0.24% of portfolio
Cannon Financial Strategists, Inc. Athens, GA

919K
Shares

$83 Million
13.95% of portfolio
Goelzer Investment Management, Inc.

911K
Shares

$82.3 Million
4.36% of portfolio

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