High Net Worth Advisory Group LLC Spdr Ssga Us Small Cap Low Vol Transaction History
High Net Worth Advisory Group LLC
- $334 Million
- Q2 2024
A detailed history of High Net Worth Advisory Group LLC transactions in Spdr Ssga Us Small Cap Low Vol stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 2,014 shares of SMLV stock, worth $246,453. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,014
Previous 2,014
-0.0%
Holding current value
$246,453
Previous $225,000
1.78%
% of portfolio
0.07%
Previous 0.07%
Shares
7 transactions
Others Institutions Holding SMLV
# of Institutions
84Shares Held
804KCall Options Held
0Put Options Held
0-
Congress Wealth Management LLC Boston, MA166KShares$20.3 Million0.3% of portfolio
-
Mc Naughton Wealth Management, LLC88.9KShares$10.9 Million5.38% of portfolio
-
Dorval Corp Maple Grove, MN69.3KShares$8.48 Million3.36% of portfolio
-
Kestra Advisory Services, LLC48.2KShares$5.89 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC43.5KShares$5.32 Million0.0% of portfolio