Wealth Plan Partners, LLC Spdr S&P 600 Small Cap Value E Transaction History
Wealth Plan Partners, LLC
- $705 Billion
- Q4 2024
A detailed history of Wealth Plan Partners, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 7,134 shares of SLYV stock, worth $624,724. This represents 0.09% of its overall portfolio holdings.
Number of Shares
7,134
Previous 7,038
1.36%
Holding current value
$624,724
Previous $611 Million
1.87%
% of portfolio
0.09%
Previous 0.08%
Shares
20 transactions
Others Institutions Holding SLYV
# of Institutions
629Shares Held
31.5MCall Options Held
4KPut Options Held
800-
Bank Of America Corp Charlotte, NC2.68MShares$235 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.52MShares$133 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.3MShares$114 Million0.24% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA923KShares$80.8 Million13.81% of portfolio
-
Cerity Partners LLC New York, NY919KShares$80.5 Million0.18% of portfolio