Landmark Wealth Management, LLC Spdr S&P 600 Small Cap Value E Transaction History

Landmark Wealth Management, LLC

$230 Million
Q3 2024

A detailed history of Landmark Wealth Management, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Landmark Wealth Management, LLC holds 3,400 shares of SLYV stock, worth $301,308. This represents 0.13% of its overall portfolio holdings.

Number of Shares

3,400

Previous 3,554 4.33%

Holding current value

$301,308

Previous $278,000 6.12%

% of portfolio

0.13%

Previous 0.22%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$77.23 - $87.97 $11,893 - $13,547	-154 Reduced 4.33%	3,400 $295,000
Q2 2024 Jul 25, 2024	SELL	$76.01 - $82.53 $23,031 - $25,006	-303 Reduced 7.86%	3,554 $278,000
Q1 2024 Apr 24, 2024	SELL	$77.43 - $82.98 $542 - $580	-7 Reduced 0.18%	3,857 $320,000
Q4 2023 Jan 22, 2024	BUY	$66.67 - $84.55 $26,534 - $33,650	398 Added 11.48%	3,864 $322,000
Q3 2023 Oct 13, 2023	BUY	$71.19 - $81.84 $9,681 - $11,130	136 Added 4.08%	3,466 $251,000
Q2 2023 Jul 14, 2023	BUY	$71.23 - $78.02 $237,195 - $259,806	3,330 New	3,330 $257,000
Q2 2022 Jul 21, 2022	SELL	$70.38 - $84.1 $191,574 - $228,920	-2,722 Closed	0 $0
Q1 2022 Apr 26, 2022	BUY	$78.85 - $87.08 $214,629 - $237,031	2,722 New	2,722 $0

Others Institutions Holding SLYV

# of Institutions

591

Shares Held

31.3M

Call Options Held

Put Options Held

800

View Full List

About SPDR S&P 600 SMALL CAP VALUE E

Ticker SLYV
Sector ETFs
Industry ETFs

More about SLYV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Landmark Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Landmark Wealth Management, LLC with notifications on news.

Account

Landmark Wealth Management, LLC Spdr S&P 600 Small Cap Value E Transaction History