Kathleen S. Wright Associates Inc. Spdr S&P 600 Small Cap Value E Transaction History
Kathleen S. Wright Associates Inc.
- $247 Million
- Q1 2025
A detailed history of Kathleen S. Wright Associates Inc. transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 723 shares of SLYV stock, worth $53,227. This represents 0.02% of its overall portfolio holdings.
Number of Shares
723
Previous 743
2.69%
Holding current value
$53,227
Previous $64,000
12.5%
% of portfolio
0.02%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding SLYV
# of Institutions
631Shares Held
31MCall Options Held
6.4KPut Options Held
600-
Bank Of America Corp Charlotte, NC2.68MShares$197 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.52MShares$112 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.3MShares$96 Million0.24% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA942KShares$69.4 Million12.68% of portfolio
-
Cerity Partners LLC New York, NY935KShares$68.8 Million0.15% of portfolio