Cm Wealth Advisors LLC Spdr S&P 600 Small Cap Value E Transaction History
Cm Wealth Advisors LLC
- $304 Million
- Q3 2024
A detailed history of Cm Wealth Advisors LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 24,130 shares of SLYV stock, worth $2.25 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
24,130
Previous 24,130
-0.0%
Holding current value
$2.25 Million
Previous $1.89 Million
10.85%
% of portfolio
0.69%
Previous 0.9%
Shares
1 transactions
Others Institutions Holding SLYV
# of Institutions
590Shares Held
31.2MCall Options Held
4KPut Options Held
800-
Bank Of America Corp Charlotte, NC2.67MShares$249 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.5MShares$139 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.37MShares$128 Million0.24% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA919KShares$85.7 Million13.95% of portfolio
-
Goelzer Investment Management, Inc.911KShares$84.9 Million4.36% of portfolio