Cassady Schiller Wealth Management, LLC Spdr S&P 600 Small Cap Value E Transaction History
Cassady Schiller Wealth Management, LLC
- $259 Million
- Q3 2024
A detailed history of Cassady Schiller Wealth Management, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 7,938 shares of SLYV stock, worth $674,491. This represents 0.27% of its overall portfolio holdings.
Number of Shares
7,938
Previous 7,938
-0.0%
Holding current value
$674,491
Previous $621,000
10.95%
% of portfolio
0.27%
Previous 0.26%
Shares
1 transactions
Others Institutions Holding SLYV
# of Institutions
591Shares Held
31.3MCall Options Held
4KPut Options Held
800-
Bank Of America Corp Charlotte, NC2.67MShares$227 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.5MShares$127 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.37MShares$116 Million0.24% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA919KShares$78.1 Million13.95% of portfolio
-
Goelzer Investment Management, Inc.911KShares$77.4 Million4.36% of portfolio