Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 25, 2023

BUY
$79.99 - $93.53 $6,319 - $7,388
79 Added 0.35%
22,588 $1.9 Million
Q4 2022

Jan 20, 2023

BUY
$80.75 - $88.73 $7,913 - $8,695
98 Added 0.44%
22,509 $0
Q3 2022

Nov 02, 2022

SELL
N/A
-85 Reduced 0.38%
22,411 $1.7 Million
Q2 2022

Jul 18, 2022

BUY
N/A
106 Added 0.47%
22,496 $1.8 Million
Q1 2022

May 05, 2022

SELL
N/A
-62 Reduced 0.28%
22,390 $2.1 Million
Q4 2021

Mar 24, 2022

BUY
N/A
22,452 New
22,452 $2.23 Million

Others Institutions Holding SLY

About SPDR S&P 600 SMALL CAP ETF


  • Ticker SLY
  • Sector ETFs
  • Industry ETFs
More about SLY
Track This Portfolio

Track Montz Harcus Wealth Management LLC Portfolio

Follow Montz Harcus Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Montz Harcus Wealth Management LLC with notifications on news.