Private Wealth Management Group, LLC Spdr S&P 600 Small Cap Value E Transaction History
Private Wealth Management Group, LLC
- $253 Billion
- Q3 2024
A detailed history of Private Wealth Management Group, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 14,131 shares of SLYV stock, worth $1.33 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
14,131
Previous 14,507
2.59%
Holding current value
$1.33 Million
Previous $1.14 Billion
7.99%
% of portfolio
0.48%
Previous 0.49%
Shares
4 transactions
Others Institutions Holding SLYV
# of Institutions
592Shares Held
31.3MCall Options Held
4KPut Options Held
800-
Bank Of America Corp Charlotte, NC2.67MShares$252 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.5MShares$141 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.37MShares$129 Million0.24% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA919KShares$86.8 Million13.95% of portfolio
-
Goelzer Investment Management, Inc.911KShares$86 Million4.36% of portfolio