Goal Vest Advisory LLC Spdr S&P 600 Small Cap Value E Transaction History
Goal Vest Advisory LLC
- $331 Million
- Q3 2024
A detailed history of Goal Vest Advisory LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Goal Vest Advisory LLC holds 1,016 shares of SLYV stock, worth $89,468. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,016
Previous 1,016
-0.0%
Holding current value
$89,468
Previous $79,000
11.39%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding SLYV
# of Institutions
591Shares Held
31.3MCall Options Held
4KPut Options Held
800-
Bank Of America Corp Charlotte, NC2.67MShares$235 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.5MShares$132 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.37MShares$121 Million0.24% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA919KShares$81 Million13.95% of portfolio
-
Goelzer Investment Management, Inc.911KShares$80.2 Million4.36% of portfolio