Lutz Financial Services LLC Spdr S&P 600 Small Cap Value E Transaction History
Lutz Financial Services LLC
- $1.14 Billion
- Q1 2024
A detailed history of Lutz Financial Services LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Lutz Financial Services LLC holds 171,514 shares of SLYV stock, worth $14.4 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
171,514
Previous 169,735
1.05%
Holding current value
$14.4 Million
Previous $14.1 Million
0.64%
% of portfolio
1.24%
Previous 1.33%
Shares
22 transactions
Others Institutions Holding SLYV
# of Institutions
563Shares Held
31.6MCall Options Held
5.5KPut Options Held
100-
Bank Of America Corp Charlotte, NC2.49MShares$209 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.37MShares$116 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.33MShares$112 Million0.25% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.22MShares$103 Million0.03% of portfolio
-
Cerity Partners LLC New York, NY840KShares$70.7 Million0.19% of portfolio