Bogart Wealth, LLC Spdr Ssga Us Small Cap Low Vol Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q3 2024
A detailed history of Bogart Wealth, LLC transactions in Spdr Ssga Us Small Cap Low Vol stock. As of the latest transaction made, Bogart Wealth, LLC holds 74 shares of SMLV stock, worth $9,950. This represents 0.0% of its overall portfolio holdings.
Number of Shares
74
Previous 98
24.49%
Holding current value
$9,950
Previous $10,000
10.0%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding SMLV
# of Institutions
85Shares Held
779KCall Options Held
0Put Options Held
0-
Congress Wealth Management LLC Boston, MA109KShares$14.7 Million0.19% of portfolio
-
Mc Naughton Wealth Management, LLC88.9KShares$12 Million5.38% of portfolio
-
Dorval Corp Maple Grove, MN68.8KShares$9.25 Million3.56% of portfolio
-
Cambridge Investment Research Advisors, Inc.46.8KShares$6.3 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC46.3KShares$6.23 Million0.0% of portfolio