Cm Wealth Advisors LLC Spdr S&P 600 Small Cap Value E Call Options Transaction History

Cm Wealth Advisors LLC

$299 Million
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SLYV

# of Institutions

631

Shares Held

31.6M

Call Options Held

6.4K

Put Options Held

600

Bank Of America Corp Charlotte, NC

2.68M
Shares

$212 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.52M
Shares

$120 Million
0.06% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.3M
Shares

$103 Million
0.24% of portfolio
Cannon Financial Strategists, Inc. Athens, GA

923K
Shares

$72.9 Million
13.81% of portfolio
Cerity Partners LLC New York, NY

919K
Shares

$72.6 Million
0.18% of portfolio

About SPDR S&P 600 SMALL CAP VALUE E

Ticker SLYV
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