Copia Wealth Management Spdr S&P 600 Small Cap Value E Transaction History
Copia Wealth Management
- $108 Billion
- Q1 2025
A detailed history of Copia Wealth Management transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Copia Wealth Management holds 334 shares of SLYV stock, worth $25,691. This represents 0.02% of its overall portfolio holdings.
Number of Shares
334
Previous 334
-0.0%
Holding current value
$25,691
Previous $29.1 Million
10.14%
% of portfolio
0.02%
Previous 0.03%
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$396 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC2.31MShares$178 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$72.5 Million12.68% of portfolio
-
Cerity Partners LLC New York, NY935KShares$71.9 Million0.15% of portfolio