Integrated Wealth Concepts LLC Spdr S&P 600 Small Cap Value E Transaction History
Integrated Wealth Concepts LLC
- $9.24 Billion
- Q2 2025
A detailed history of Integrated Wealth Concepts LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 29,267 shares of SLYV stock, worth $2.57 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
29,267
Previous 29,429
0.55%
Holding current value
$2.57 Million
Previous $2.31 Million
1.17%
% of portfolio
0.03%
Previous 0.03%
Shares
14 transactions
Others Institutions Holding SLYV
# of Institutions
615Shares Held
33.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.31MShares$467 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC2.18MShares$191 Million0.01% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.37MShares$121 Million0.22% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA953KShares$83.8 Million12.0% of portfolio
-
Goelzer Investment Management, Inc.879KShares$77.3 Million4.28% of portfolio