Trueblood Wealth Management, LLC Spdr S&P 600 Small Cap Value E Transaction History
Trueblood Wealth Management, LLC
- $203 Billion
- Q4 2024
A detailed history of Trueblood Wealth Management, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Trueblood Wealth Management, LLC holds 19,096 shares of SLYV stock, worth $1.48 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
19,096
Previous 18,477
3.35%
Holding current value
$1.48 Million
Previous $1.6 Billion
3.86%
% of portfolio
0.82%
Previous 0.81%
Shares
5 transactions
Others Institutions Holding SLYV
# of Institutions
631Shares Held
31.6MCall Options Held
6.4KPut Options Held
600-
Bank Of America Corp Charlotte, NC2.68MShares$207 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.52MShares$118 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.3MShares$101 Million0.24% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA923KShares$71.4 Million13.81% of portfolio
-
Cerity Partners LLC New York, NY919KShares$71 Million0.18% of portfolio