Optimist Retirement Group LLC Spdr S&P 600 Small Cap Value E Transaction History
Optimist Retirement Group LLC
- $190 Billion
- Q2 2024
A detailed history of Optimist Retirement Group LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Optimist Retirement Group LLC holds 126,056 shares of SLYV stock, worth $11.7 Million. This represents 5.19% of its overall portfolio holdings.
Number of Shares
126,056
Previous 124,823
0.99%
Holding current value
$11.7 Million
Previous $10.4 Billion
4.68%
% of portfolio
5.19%
Previous 5.32%
Shares
3 transactions
Others Institutions Holding SLYV
# of Institutions
580Shares Held
31.2MCall 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
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.35MShares$126 Million0.24% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.28MShares$119 Million0.03% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA919KShares$85.6 Million13.95% of portfolio