Cm Wealth Advisors LLC Spdr S&P 600 Small Cap Value E Transaction History
Cm Wealth Advisors LLC
- $299 Million
- Q4 2024
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 $2.06 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
24,130
Previous 24,130
-0.0%
Holding current value
$2.06 Million
Previous $2.09 Million
0.53%
% of portfolio
0.7%
Previous 0.69%
Shares
1 transactions
Others Institutions Holding SLYV
# of Institutions
629Shares Held
31.6MCall Options Held
6.4KPut Options Held
600-
Bank Of America Corp Charlotte, NC2.68MShares$228 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.52MShares$130 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.3MShares$111 Million0.24% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA923KShares$78.6 Million13.81% of portfolio
-
Cerity Partners LLC New York, NY919KShares$78.3 Million0.18% of portfolio