Meredith Wealth Planning Spdr S&P 600 Small Cap Value E Transaction History
Meredith Wealth Planning
- $210 Billion
- Q3 2024
A detailed history of Meredith Wealth Planning transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Meredith Wealth Planning holds 23,835 shares of SLYV stock, worth $2.22 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
23,835
Previous 23,603
0.98%
Holding current value
$2.22 Million
Previous $1.85 Billion
11.96%
% of portfolio
0.99%
Previous 0.97%
Shares
8 transactions
Others Institutions Holding SLYV
# of Institutions
580Shares Held
31.3MCall Options Held
1KPut Options Held
0-
Bank Of America Corp Charlotte, NC2.59MShares$241 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.43MShares$133 Million0.06% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA1.35MShares$126 Million0.24% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.28MShares$119 Million0.03% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA919KShares$85.6 Million13.95% of portfolio