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 $59,813. This represents 0.02% of its overall portfolio holdings.
Number of Shares
723
Previous 743
2.69%
Holding current value
$59,813
Previous $64,000
12.5%
% of portfolio
0.02%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding SLYV
# of Institutions
615Shares Held
34.8MCall Options Held
2.8KPut Options Held
900-
Lpl Financial LLC Fort Mill, SC5.15MShares$426 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC2.31MShares$191 Million0.01% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.31MShares$108 Million0.22% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA942KShares$77.9 Million12.68% of portfolio
-
Cerity Partners LLC New York, NY935KShares$77.3 Million0.15% of portfolio