Cm Wealth Advisors LLC Spdr S&P 600 Small Cap Value E Transaction History
Cm Wealth Advisors LLC
- $328 Million
- Q2 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 24,181 shares of SLYV stock, worth $2.15 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
24,181
Previous 24,130
0.21%
Holding current value
$2.15 Million
Previous $1.89 Million
1.96%
% of portfolio
0.59%
Previous 0.61%
Shares
2 transactions
Others Institutions Holding SLYV
# of Institutions
614Shares Held
33.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.31MShares$473 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC2.18MShares$194 Million0.01% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.37MShares$122 Million0.22% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA953KShares$84.8 Million12.0% of portfolio
-
Goelzer Investment Management, Inc.886KShares$78.8 Million4.01% of portfolio