Forbes Financial Planning, Inc. Spdr S&P 600 Small Cap Growth Transaction History
Forbes Financial Planning, Inc.
- $139 Million
- Q3 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 105,887 shares of SLYG stock, worth $10.5 Million. This represents 7.1% of its overall portfolio holdings.
Number of Shares
105,887
Previous 104,052
1.76%
Holding current value
$10.5 Million
Previous $8.93 Million
10.37%
% of portfolio
7.1%
Previous 7.01%
Shares
9 transactions
Others Institutions Holding SLYG
# of Institutions
494Shares Held
26.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.32MShares$230 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC1.68MShares$166 Million0.01% of portfolio
-
Citigroup Inc1.62MShares$160 Million0.09% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.33MShares$131 Million0.25% of portfolio
-
Townsquare Capital LLC1.2MShares$119 Million1.37% of portfolio