Appleton Partners Inc Spdr Ssga Us Small Cap Low Vol Transaction History
Appleton Partners Inc
- $1.3 Billion
- Q2 2024
Shares
12 transactions
Others Institutions Holding SMLV
# of Institutions
80Shares Held
797KCall Options Held
0Put Options Held
0-
Congress Wealth Management LLC Boston, MA166KShares$21.2 Million0.33% of portfolio
-
Mc Naughton Wealth Management, LLC88.2KShares$11.2 Million5.14% of portfolio
-
Dorval Corp Maple Grove, MN66.6KShares$8.49 Million3.36% of portfolio
-
Kestra Advisory Services, LLC48.6KShares$6.19 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC44.3KShares$5.65 Million0.0% of portfolio