Summit Wealth Group LLC / CO Spdr Ssga Us Small Cap Low Vol Transaction History
Summit Wealth Group LLC / CO
- $398 Billion
- Q2 2025
A detailed history of Summit Wealth Group LLC / CO transactions in Spdr Ssga Us Small Cap Low Vol stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 4,493 shares of SMLV stock, worth $560,771. This represents 0.14% of its overall portfolio holdings.
Number of Shares
4,493Holding current value
$560,771% of portfolio
0.14%Shares
1 transactions
Others Institutions Holding SMLV
# of Institutions
93Shares Held
820KCall Options Held
0Put Options Held
0-
Congress Wealth Management LLC Boston, MA85.7KShares$10.7 Million0.11% of portfolio
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Lpl Financial LLC Fort Mill, SC75.1KShares$9.37 Million0.0% of portfolio
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Dorval Corp Maple Grove, MN74.2KShares$9.26 Million3.32% of portfolio
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Cambridge Investment Research Advisors, Inc.64.9KShares$8.1 Million0.02% of portfolio
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Ieq Capital, LLC56KShares$6.99 Million0.04% of portfolio