Briggs Advisory Group, Inc. Spdr S&P 600 Small Cap Value E Transaction History
Briggs Advisory Group, Inc.
- $174 Million
- Q3 2023
A detailed history of Briggs Advisory Group, Inc. transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Briggs Advisory Group, Inc. holds 233,591 shares of SLYV stock, worth $20.6 Million. This represents 9.7% of its overall portfolio holdings.
Number of Shares
233,591
Previous 234,848
0.54%
Holding current value
$20.6 Million
Previous $18.1 Million
6.75%
% of portfolio
9.7%
Previous 10.15%
Shares
8 transactions
Others Institutions Holding SLYV
# of Institutions
632Shares Held
33.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.51MShares$487 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC2.27MShares$201 Million0.01% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.19MShares$106 Million0.2% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA994KShares$87.8 Million12.61% of portfolio
-
Goelzer Investment Management, Inc.879KShares$77.6 Million4.28% of portfolio