Kathleen S. Wright Associates Inc. Spdr S&P 600 Small Cap Value E Transaction History
Kathleen S. Wright Associates Inc.
- $246 Million
- Q3 2024
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 743 shares of SLYV stock, worth $70,139. This represents 0.03% of its overall portfolio holdings.
Number of Shares
743
Previous 743
-0.0%
Holding current value
$70,139
Previous $58,000
10.34%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding SLYV
# of Institutions
592Shares Held
31.3MCall Options Held
4KPut Options Held
800-
Bank Of America Corp Charlotte, NC2.67MShares$252 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.5MShares$141 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.37MShares$129 Million0.24% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA919KShares$86.8 Million13.95% of portfolio
-
Goelzer Investment Management, Inc.911KShares$86 Million4.36% of portfolio