Forbes Financial Planning, Inc. Spdr S&P 600 Small Cap Growth Transaction History
Forbes Financial Planning, Inc.
- $136 Million
- Q4 2024
A detailed history of Forbes Financial Planning, Inc. transactions in Spdr S&P 600 Small Cap Growth stock. As of the latest transaction made, Forbes Financial Planning, Inc. holds 105,810 shares of SLYG stock, worth $8.7 Million. This represents 7.04% of its overall portfolio holdings.
Number of Shares
105,810
Previous 105,887
0.07%
Holding current value
$8.7 Million
Previous $9.86 Million
3.04%
% of portfolio
7.04%
Previous 7.1%
Shares
10 transactions
Others Institutions Holding SLYG
# of Institutions
521Shares Held
29.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.27MShares$186 Million0.09% of portfolio
-
Citigroup Inc2.13MShares$175 Million0.12% of portfolio
-
Bank Of America Corp Charlotte, NC1.7MShares$140 Million0.01% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.29MShares$106 Million0.25% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN991KShares$81.5 Million0.02% of portfolio