Kwb Wealth Spdr S&P 600 Small Cap Value E Transaction History
Kwb Wealth
- $789 Million
- Q4 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 232,904 shares of SLYV stock, worth $19.6 Million. This represents 2.58% of its overall portfolio holdings.
Number of Shares
232,904
Previous 240,071
2.99%
Holding current value
$19.6 Million
Previous $20.8 Million
2.5%
% of portfolio
2.58%
Previous 2.59%
Shares
17 transactions
Others Institutions Holding SLYV
# of Institutions
629Shares Held
31.6MCall Options Held
6.4KPut Options Held
600-
Bank Of America Corp Charlotte, NC2.68MShares$225 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.52MShares$128 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.3MShares$110 Million0.24% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA923KShares$77.5 Million13.81% of portfolio
-
Cerity Partners LLC New York, NY919KShares$77.1 Million0.18% of portfolio