Bartlett & Co. Wealth Management LLC Spdr S&P 600 Small Cap Value E Transaction History
Bartlett & Co. Wealth Management LLC
- $6.97 Trillion
- Q3 2024
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 492 shares of SLYV stock, worth $46,444. This represents 0.0% of its overall portfolio holdings.
Number of Shares
492
Previous 492
-0.0%
Holding current value
$46,444
Previous $38.5 Million
10.86%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding SLYV
# of Institutions
592Shares Held
31.3MCall Options Held
4KPut Options Held
800-
Bank Of America Corp Charlotte, NC2.67MShares$252 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.5MShares$141 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.37MShares$129 Million0.24% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA919KShares$86.8 Million13.95% of portfolio
-
Goelzer Investment Management, Inc.911KShares$86 Million4.36% of portfolio