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 $504,275. This represents 0.16% of its overall portfolio holdings.

Number of Shares
5,413
Previous 5,267 2.77%
Holding current value
$504,275
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
592
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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