Rockbridge Investment Management, Lcc Spdr S&P 600 Small Cap Value E Transaction History
Rockbridge Investment Management, Lcc
- $705 Billion
- Q2 2024
A detailed history of Rockbridge Investment Management, Lcc transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 172,492 shares of SLYV stock, worth $14.8 Million. This represents 1.91% of its overall portfolio holdings.
Number of Shares
172,492
Previous 165,564
4.18%
Holding current value
$14.8 Million
Previous $13.7 Billion
1.67%
% of portfolio
1.91%
Previous 2.01%
Shares
17 transactions
Others Institutions Holding SLYV
# of Institutions
566Shares Held
31.2MCall Options Held
1KPut Options Held
0-
Bank Of America Corp Charlotte, NC2.59MShares$222 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.43MShares$122 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.35MShares$116 Million0.24% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.28MShares$109 Million0.03% of portfolio
-
Goelzer Investment Management, Inc.911KShares$78 Million4.36% of portfolio