Heritage Wealth Management, LLC Spdr S&P 600 Small Cap Value E Transaction History

Heritage Wealth Management, LLC

$177 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$70.38 - $84.1 $1,689 - $2,018	-24 Closed	0 $0
Q2 2021 Aug 11, 2021	BUY	$80.72 - $89.85 $1,937 - $2,156	24 New	24 $2,000

Others Institutions Holding SLYV

# of Institutions

565

Shares Held

31.1M

Call Options Held

1K

Put Options Held

0

Bank Of America Corp Charlotte, NC

2.59M
Shares

$224 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.43M
Shares

$124 Million
0.06% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.35M
Shares

$117 Million
0.24% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.28M
Shares

$110 Million
0.03% of portfolio
Cannon Financial Strategists, Inc. Athens, GA

910K
Shares

$78.8 Million
13.59% of portfolio

About SPDR S&P 600 SMALL CAP VALUE E

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