Carson Allaria Wealth Management, Ltd. Spdr S&P 600 Small Cap Growth Transaction History

Carson Allaria Wealth Management, Ltd.

  • $169 Million
  • Q3 2024

A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Spdr S&P 600 Small Cap Growth stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 33,612 shares of SLYG stock, worth $3.22 Million. This represents 1.85% of its overall portfolio holdings.

Number of Shares
33,612
Previous 34,632 2.95%
Holding current value
$3.22 Million
Previous $2.97 Million 5.25%
% of portfolio
1.85%
Previous 1.86%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
SELL
$85.03 - $94.56 $86,730 - $96,451
-1,020 Reduced 2.95%
33,612 $3.13 Million
Q2 2024

Jul 22, 2024
SELL
$81.25 - $88.21 $19,581 - $21,258
-241 Reduced 0.69%
34,632 $2.97 Million
Q1 2024

May 07, 2024
BUY
$80.09 - $87.23 $644,724 - $702,201
8,050 Added 30.01%
34,873 $3.04 Million
Q4 2023

Feb 08, 2024
SELL
$68.97 - $85.01 $13,311 - $16,406
-193 Reduced 0.71%
26,823 $2.24 Million
Q3 2023

Nov 09, 2023
BUY
$72.54 - $80.81 $15,015 - $16,727
207 Added 0.77%
27,016 $1.98 Million
Q2 2023

Aug 01, 2023
SELL
$69.81 - $77.05 $30,018 - $33,131
-430 Reduced 1.58%
26,809 $2.06 Million
Q1 2023

Apr 26, 2023
SELL
$70.74 - $80.39 $90,971 - $103,381
-1,286 Reduced 4.51%
27,239 $2.01 Million
Q4 2022

Feb 06, 2023
SELL
$68.91 - $78.35 $70,563 - $80,230
-1,024 Reduced 3.47%
28,525 $2.06 Million
Q3 2022

Nov 09, 2022
SELL
$67.45 - $82.5 $48,091 - $58,822
-713 Reduced 2.36%
29,549 $2.01 Million
Q2 2022

Aug 02, 2022
BUY
$67.79 - $84.74 $11,998 - $14,998
177 Added 0.59%
30,262 $2.13 Million
Q1 2022

May 05, 2022
SELL
$79.77 - $93.68 $177,647 - $208,625
-2,227 Reduced 6.89%
30,085 $2.52 Million
Q4 2021

Feb 10, 2022
BUY
$87.48 - $96.13 $2.83 Million - $3.11 Million
32,312 New
32,312 $3 Million

Others Institutions Holding SLYG

# of Institutions
494
Shares Held
26.7M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR S&P 600 SMALL CAP GROWTH

SLYG Quotes by TradingView
  • Ticker SLYG
  • Sector ETFs
  • Industry ETFs
More about SLYG
Track This Portfolio

Track Carson Allaria Wealth Management, Ltd. Portfolio

Follow Carson Allaria Wealth Management, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Carson Allaria Wealth Management, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Carson Allaria Wealth Management, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email