Melone Private Wealth, LLC Spdr S&P 600 Small Cap Value E Transaction History
Melone Private Wealth, LLC
- $196 Million
- Q2 2025
A detailed history of Melone Private Wealth, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Melone Private Wealth, LLC holds 56,810 shares of SLYV stock, worth $5.06 Million. This represents 2.31% of its overall portfolio holdings.
Number of Shares
56,810
Previous 54,883
3.51%
Holding current value
$5.06 Million
Previous $4.29 Million
5.72%
% of portfolio
2.31%
Previous 2.25%
Shares
15 transactions
Others Institutions Holding SLYV
# of Institutions
612Shares Held
33.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.31MShares$473 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC2.18MShares$194 Million0.01% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.37MShares$122 Million0.22% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA953KShares$84.8 Million12.0% of portfolio
-
Goelzer Investment Management, Inc.886KShares$78.8 Million4.01% of portfolio