First Purpose Wealth LLC Spdr S&P 600 Small Cap Value E 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 Value E stock. As of the latest transaction made, First Purpose Wealth LLC holds 5,413 shares of SLYV stock, worth $472,338. This represents 0.16% of its overall portfolio holdings.

Number of Shares
5,413
Previous 5,267 2.77%
Holding current value
$472,338
Previous $438,000 2.51%
% of portfolio
0.16%
Previous 0.17%

Shares

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

Apr 22, 2024
BUY
$77.43 - $82.98 $11,304 - $12,115
146 Added 2.77%
5,413 $449,000
Q4 2023

Apr 22, 2024
BUY
$66.67 - $84.55 $38,601 - $48,954
579 Added 12.35%
5,267 $438,000
Q3 2023

Oct 30, 2023
BUY
$71.19 - $81.84 $7,332 - $8,429
103 Added 2.25%
4,688 $339,000
Q2 2023

Jul 21, 2023
BUY
$71.23 - $78.02 $52,069 - $57,032
731 Added 18.97%
4,585 $353,000
Q1 2023

May 03, 2023
BUY
$72.3 - $86.64 $27,835 - $33,356
385 Added 11.1%
3,854 $293,000
Q4 2022

Jan 26, 2023
BUY
$68.86 - $79.8 $238,875 - $276,826
3,469 New
3,469 $0

Others Institutions Holding SLYV

# of Institutions
601
Shares Held
31.2M
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
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