Cm Wealth Advisors LLC Spdr S&P 600 Small Cap Value E Transaction History
Cm Wealth Advisors LLC
- $310 Million
- Q1 2025
A detailed history of Cm Wealth Advisors LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 24,130 shares of SLYV stock, worth $1.87 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
24,130
Previous 24,130
-0.0%
Holding current value
$1.87 Million
Previous $2.11 Million
10.17%
% of portfolio
0.61%
Previous 0.7%
Shares
1 transactions
Others Institutions Holding SLYV
# of Institutions
611Shares Held
35.2MCall Options Held
2.8KPut Options Held
900-
Lpl Financial LLC Fort Mill, SC5.15MShares$399 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC2.31MShares$179 Million0.01% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.31MShares$101 Million0.22% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA942KShares$72.9 Million12.68% of portfolio
-
Cerity Partners LLC New York, NY935KShares$72.4 Million0.15% of portfolio