Evermay Wealth Management LLC Spdr S&P 600 Small Cap Value E Transaction History

Evermay Wealth Management LLC

  • $618 Million
  • Q3 2024

A detailed history of Evermay Wealth Management LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Evermay Wealth Management LLC holds 2,515 shares of SLYV stock, worth $221,697. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,515
Previous 2,563 1.87%
Holding current value
$221,697
Previous $200,000 9.0%
% of portfolio
0.04%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
SELL
$77.23 - $87.97 $3,707 - $4,222
-48 Reduced 1.87%
2,515 $218,000
Q1 2024

May 13, 2024
BUY
$77.43 - $82.98 $3,716 - $3,983
48 Added 1.91%
2,563 $212,000
Q2 2022

Aug 15, 2022
BUY
$70.38 - $84.1 $11,964 - $14,296
170 Added 7.25%
2,515 $182,000
Q1 2022

May 16, 2022
BUY
$78.85 - $87.08 $184,903 - $204,202
2,345 New
2,345 $195,000

Others Institutions Holding SLYV

# of Institutions
591
Shares Held
31.3M
Call Options Held
4K
Put Options Held
800
View Full List

About SPDR S&P 600 SMALL CAP VALUE E

SLYV Quotes by TradingView
  • Ticker SLYV
  • Sector ETFs
  • Industry ETFs
More about SLYV
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