Bcgm Wealth Management, LLC Spdr S&P 600 Small Cap Value E Transaction History
Bcgm Wealth Management, LLC
- $322 Million
- Q2 2025
A detailed history of Bcgm Wealth Management, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Bcgm Wealth Management, LLC holds 3,054 shares of SLYV stock, worth $268,538. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,054
Previous 3,037
0.56%
Holding current value
$268,538
Previous $238,000
2.1%
% of portfolio
0.08%
Previous 0.08%
Shares
10 transactions
Others Institutions Holding SLYV
# of Institutions
623Shares Held
33.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.31MShares$467 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC2.18MShares$191 Million0.01% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.37MShares$121 Million0.22% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA953KShares$83.8 Million12.0% of portfolio
-
Goelzer Investment Management, Inc.879KShares$77.3 Million4.28% of portfolio