Falcon Wealth Planning Spdr S&P 600 Small Cap Growth Transaction History
Falcon Wealth Planning
- $889 Million
- Q2 2025
A detailed history of Falcon Wealth Planning transactions in Spdr S&P 600 Small Cap Growth stock. As of the latest transaction made, Falcon Wealth Planning holds 4,032 shares of SLYG stock, worth $360,218. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,032
Previous 4,514
10.68%
Holding current value
$360,218
Previous $374,000
4.55%
% of portfolio
0.04%
Previous 0.05%
Shares
14 transactions
Others Institutions Holding SLYG
# of Institutions
534Shares Held
29.1MCall Options Held
4.4KPut Options Held
0-
Citigroup Inc2.59MShares$231 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.5MShares$224 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC1.76MShares$157 Million0.01% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.27MShares$113 Million0.23% of portfolio
-
Townsquare Capital LLC1.04MShares$92.5 Million0.95% of portfolio