Dean, Jacobson Financial Services, LLC Spdr S&P 600 Small Cap Value E Transaction History
Dean, Jacobson Financial Services, LLC
- $133 Million
- Q3 2024
A detailed history of Dean, Jacobson Financial Services, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Dean, Jacobson Financial Services, LLC holds 286,577 shares of SLYV stock, worth $26.7 Million. This represents 18.7% of its overall portfolio holdings.
Number of Shares
286,577
Previous 288,653
0.72%
Holding current value
$26.7 Million
Previous $22.6 Million
10.07%
% of portfolio
18.7%
Previous 18.3%
Shares
8 transactions
Others Institutions Holding SLYV
# of Institutions
580Shares Held
31.2MCall Options Held
1KPut Options Held
0-
Bank Of America Corp Charlotte, NC2.59MShares$241 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.43MShares$133 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.35MShares$126 Million0.24% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.28MShares$119 Million0.03% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA919KShares$85.6 Million13.95% of portfolio