Financial Synergies Wealth Advisors, Inc. Spdr S&P 600 Small Cap Value E Transaction History
Financial Synergies Wealth Advisors, Inc.
- $742 Billion
- Q2 2024
A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 30,392 shares of SLYV stock, worth $2.65 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
30,392
Previous 50,840
40.22%
Holding current value
$2.65 Million
Previous $4.22 Billion
43.58%
% of portfolio
0.32%
Previous 0.55%
Shares
16 transactions
Others Institutions Holding SLYV
# of Institutions
557Shares Held
31.4MCall Options Held
5.5KPut Options Held
100-
Bank Of America Corp Charlotte, NC2.49MShares$217 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.37MShares$120 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.33MShares$116 Million0.25% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.22MShares$107 Million0.03% of portfolio
-
Cerity Partners LLC New York, NY840KShares$73.4 Million0.19% of portfolio