Invera Wealth Advisors, LLC Spdr S&P 600 Small Cap Value E Transaction History

Invera Wealth Advisors, LLC

  • $122 Million
  • Q1 2024

A detailed history of Invera Wealth Advisors, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Invera Wealth Advisors, LLC holds 10,882 shares of SLYV stock, worth $840,416. This represents 0.74% of its overall portfolio holdings.

Number of Shares
10,882
Previous 11,335 4.0%
Holding current value
$840,416
Previous $944,000 4.45%
% of portfolio
0.74%
Previous 0.59%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
SELL
$77.43 - $82.98 $35,075 - $37,589
-453 Reduced 4.0%
10,882 $902,000
Q4 2023

Apr 22, 2024
BUY
$66.67 - $84.55 $30,201 - $38,301
453 Added 4.16%
11,335 $944 Million
Q4 2023

Jan 16, 2024
BUY
$66.67 - $84.55 $755,704 - $958,374
11,335 New
11,335 $944,000

Others Institutions Holding SLYV

# of Institutions
561
Shares Held
31.2M
Call Options Held
5.5K
Put Options Held
100
View Full List

About SPDR S&P 600 SMALL CAP VALUE E

SLYV Quotes by TradingView
  • Ticker SLYV
  • Sector ETFs
  • Industry ETFs
More about SLYV
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