Foundation Wealth Management, Llc\Pa Spdr S&P 600 Small Cap Value E Transaction History
Foundation Wealth Management, Llc\Pa
- $206 Billion
- Q4 2024
A detailed history of Foundation Wealth Management, Llc\Pa transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Foundation Wealth Management, Llc\Pa holds 32,429 shares of SLYV stock, worth $2.8 Million. This represents 1.37% of its overall portfolio holdings.
Number of Shares
32,429Holding current value
$2.8 Million% of portfolio
1.37%Shares
1 transactions
Others Institutions Holding SLYV
# of Institutions
617Shares Held
30.7MCall Options Held
4KPut Options Held
800-
Bank Of America Corp Charlotte, NC2.67MShares$231 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC1.52MShares$131 Million0.06% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA1.3MShares$113 Million0.24% of portfolio
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Cannon Financial Strategists, Inc. Athens, GA923KShares$79.7 Million13.81% of portfolio
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Cerity Partners LLC New York, NY905KShares$78.2 Million0.18% of portfolio