Kwb Wealth Spdr S&P 600 Small Cap Value E Transaction History
Kwb Wealth
- $734 Million
- Q2 2024
A detailed history of Kwb Wealth transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Kwb Wealth holds 192,553 shares of SLYV stock, worth $16.7 Million. This represents 2.05% of its overall portfolio holdings.
Number of Shares
192,553
Previous 196,878
2.2%
Holding current value
$16.7 Million
Previous $16.3 Million
7.69%
% of portfolio
2.05%
Previous 2.2%
Shares
15 transactions
Others Institutions Holding SLYV
# of Institutions
565Shares Held
31.1MCall Options Held
1KPut Options Held
0-
Bank Of America Corp Charlotte, NC2.59MShares$224 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.43MShares$124 Million0.06% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA1.35MShares$117 Million0.24% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.28MShares$110 Million0.03% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA910KShares$78.8 Million13.59% of portfolio