Circle Wealth Management, LLC Spdr S&P 600 Small Cap ETF Transaction History
Circle Wealth Management, LLC
- $4.51 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding SLY
# of Institutions
17Shares Held
587KCall Options Held
0Put Options Held
0-
Dixon Hubard Feinour & Brown Inc167KShares$01.59% of portfolio
-
Eaton Vance Management Boston, MA140KShares$00.02% of portfolio
-
Strategic Wealth Advisors Group, LLC Sacramento, CA78.9KShares$00.26% of portfolio
-
Mathes Company, Inc.70.7KShares$01.13% of portfolio
-
55 I, LLC Boston, MA51.6KShares$00.11% of portfolio