Asset Dedication, LLC Spdr S&P 600 Small Cap Value E Transaction History
Asset Dedication, LLC
- $1.21 Billion
- Q1 2025
A detailed history of Asset Dedication, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Asset Dedication, LLC holds 112,588 shares of SLYV stock, worth $9.2 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
112,588
Previous 129,863
13.3%
Holding current value
$9.2 Million
Previous $11.3 Million
22.1%
% of portfolio
0.73%
Previous 0.91%
Shares
31 transactions
Others Institutions Holding SLYV
# of Institutions
612Shares Held
33.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.31MShares$434 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC2.18MShares$178 Million0.01% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.37MShares$112 Million0.22% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA953KShares$77.8 Million12.0% of portfolio
-
Goelzer Investment Management, Inc.886KShares$72.4 Million4.01% of portfolio