Falcon Wealth Planning Spdr S&P 600 Small Cap Growth Transaction History
Falcon Wealth Planning
- $769 Million
- Q2 2024
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 4,609 shares of SLYG stock, worth $428,544. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,609
Previous 4,709
2.12%
Holding current value
$428,544
Previous $410,000
3.66%
% of portfolio
0.05%
Previous 0.06%
Shares
11 transactions
Others Institutions Holding SLYG
# of Institutions
462Shares Held
25.5MCall Options Held
2KPut Options Held
1K-
Lpl Financial LLC Fort Mill, SC2.16MShares$201 Million0.1% of portfolio
-
Citigroup Inc1.61MShares$150 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC1.58MShares$147 Million0.01% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.36MShares$127 Million0.27% of portfolio
-
Stifel Financial Corp St. Louis, MO675KShares$62.8 Million0.07% of portfolio