Goal Vest Advisory LLC Spdr S&P 600 Small Cap Value E Transaction History
Goal Vest Advisory LLC
- $393 Million
- Q2 2025
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 622 shares of SLYV stock, worth $50,823. This represents 0.01% of its overall portfolio holdings.
Number of Shares
622
Previous 622
-0.0%
Holding current value
$50,823
Previous $48,000
2.08%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SLYV
# of Institutions
611Shares Held
44.7MCall Options Held
2.8KPut Options Held
900-
Perritt Capital Management Inc Chicago, IL10MShares$818 Million5.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.31MShares$434 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC2.31MShares$189 Million0.01% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.31MShares$107 Million0.22% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA953KShares$77.8 Million12.0% of portfolio