High Net Worth Advisory Group LLC Spdr Ssga Us Small Cap Low Vol Transaction History
High Net Worth Advisory Group LLC
- $359 Million
- Q2 2025
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 1,870 shares of SMLV stock, worth $238,462. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,870
Previous 1,905
1.84%
Holding current value
$238,462
Previous $234,000
0.43%
% of portfolio
0.06%
Previous 0.07%
Shares
9 transactions
Others Institutions Holding SMLV
# of Institutions
91Shares Held
803KCall Options Held
0Put Options Held
0-
Congress Wealth Management LLC Boston, MA106KShares$13.5 Million0.17% of portfolio
-
Dorval Corp Maple Grove, MN71.2KShares$9.08 Million3.75% of portfolio
-
Cambridge Investment Research Advisors, Inc.61.9KShares$7.9 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC59.9KShares$7.64 Million0.0% of portfolio
-
Ieq Capital, LLC56KShares$7.14 Million0.06% of portfolio