First Purpose Wealth LLC Spdr S&P 600 Small Cap Growth Transaction History

First Purpose Wealth LLC

  • $275 Million
  • Q1 2024

A detailed history of First Purpose Wealth LLC transactions in Spdr S&P 600 Small Cap Growth stock. As of the latest transaction made, First Purpose Wealth LLC holds 5,327 shares of SLYG stock, worth $498,713. This represents 0.17% of its overall portfolio holdings.

Number of Shares
5,327
Previous 5,238 1.7%
Holding current value
$498,713
Previous $438,000 5.94%
% of portfolio
0.17%
Previous 0.17%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
BUY
$80.09 - $87.23 $7,128 - $7,763
89 Added 1.7%
5,327 $464,000
Q4 2023

Apr 22, 2024
BUY
$68.97 - $85.01 $31,312 - $38,594
454 Added 9.49%
5,238 $438,000
Q3 2023

Oct 30, 2023
BUY
$72.54 - $80.81 $5,875 - $6,545
81 Added 1.72%
4,784 $350,000
Q2 2023

Jul 21, 2023
BUY
$69.81 - $77.05 $50,472 - $55,707
723 Added 18.17%
4,703 $361,000
Q1 2023

May 03, 2023
BUY
$70.74 - $80.39 $32,115 - $36,497
454 Added 12.88%
3,980 $293,000
Q4 2022

Jan 26, 2023
BUY
$68.91 - $78.35 $22,326 - $25,385
324 Added 10.12%
3,526 $0
Q3 2022

Oct 24, 2022
SELL
$67.45 - $82.5 $50,115 - $61,297
-743 Reduced 18.83%
3,202 $218,000
Q2 2022

Jul 25, 2022
BUY
$67.79 - $84.74 $267,431 - $334,299
3,945 New
3,945 $278,000
Q1 2022

Apr 18, 2022
SELL
$79.77 - $93.68 $262,203 - $307,926
-3,287 Closed
0 $0
Q4 2021

Feb 24, 2022
BUY
$87.48 - $96.13 $287,546 - $315,979
3,287 New
3,287 $305,000

Others Institutions Holding SLYG

# of Institutions
549
Shares Held
26.9M
Call Options Held
16.6K
Put Options Held
0
View Full List

About SPDR S&P 600 SMALL CAP GROWTH

SLYG Quotes by TradingView
  • Ticker SLYG
  • Sector ETFs
  • Industry ETFs
More about SLYG
Track This Portfolio

Track First Purpose Wealth LLC Portfolio

Follow First Purpose Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of First Purpose Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on First Purpose Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email