Foresight Wealth Management, LLC Spdr S&P 600 Small Cap Value E Transaction History
Foresight Wealth Management, LLC
- $6.98 Billion
- Q4 2022
A detailed history of Foresight Wealth Management, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Foresight Wealth Management, LLC holds 2,937 shares of SLYV stock, worth $264,741. This represents 3.12% of its overall portfolio holdings.
Number of Shares
2,937
Previous 20,355
85.57%
Holding current value
$264,741
Previous $1.37 Million
15848.65%
% of portfolio
3.12%
Previous 0.31%
Shares
17 transactions
Others Institutions Holding SLYV
# of Institutions
590Shares Held
31.2MCall Options Held
4KPut Options Held
800-
Bank Of America Corp Charlotte, NC2.67MShares$241 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.5MShares$135 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.37MShares$124 Million0.24% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA919KShares$82.9 Million13.95% of portfolio
-
Goelzer Investment Management, Inc.911KShares$82.1 Million4.36% of portfolio