Montz Harcus Wealth Management LLC Spdr S&P 600 Small Cap Value E Transaction History

Montz Harcus Wealth Management LLC

  • $169 Million
  • Q3 2024

A detailed history of Montz Harcus Wealth Management LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 5,631 shares of SLYV stock, worth $531,566. This represents 0.29% of its overall portfolio holdings.

Number of Shares
5,631
Previous 5,610 0.37%
Holding current value
$531,566
Previous $439,000 11.16%
% of portfolio
0.29%
Previous 0.29%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$77.23 - $87.97 $1,621 - $1,847
21 Added 0.37%
5,631 $488,000
Q2 2024

Jul 19, 2024
SELL
$76.01 - $82.53 $2,584 - $2,806
-34 Reduced 0.6%
5,610 $439,000
Q1 2024

May 07, 2024
BUY
$77.43 - $82.98 $78,204 - $83,809
1,010 Added 21.8%
5,644 $468,000
Q4 2023

Jan 22, 2024
BUY
$66.67 - $84.55 $10,867 - $13,781
163 Added 3.65%
4,634 $386,000
Q3 2023

Nov 14, 2023
SELL
$71.19 - $81.84 $90,268 - $103,773
-1,268 Reduced 22.09%
4,471 $323,000
Q2 2023

Jul 21, 2023
BUY
$71.23 - $78.02 $87,256 - $95,574
1,225 Added 27.14%
5,739 $442,000
Q1 2023

Apr 25, 2023
BUY
$72.3 - $86.64 $28,992 - $34,742
401 Added 9.75%
4,514 $343,000
Q4 2022

Jan 20, 2023
SELL
$68.86 - $79.8 $36,358 - $42,134
-528 Reduced 11.38%
4,113 $0
Q3 2022

Nov 02, 2022
BUY
$67.14 - $82.32 $3,424 - $4,198
51 Added 1.11%
4,641 $312,000
Q2 2022

Jul 18, 2022
BUY
$70.38 - $84.1 $66,086 - $78,969
939 Added 25.72%
4,590 $332,000
Q1 2022

May 05, 2022
BUY
$78.85 - $87.08 $57,560 - $63,568
730 Added 24.99%
3,651 $304,000
Q4 2021

Mar 24, 2022
BUY
$80.48 - $90.28 $235,082 - $263,707
2,921 New
2,921 $247,000

Others Institutions Holding SLYV

# of Institutions
592
Shares Held
31.3M
Call Options Held
4K
Put Options Held
800
View Full List

About SPDR S&P 600 SMALL CAP VALUE E

SLYV Quotes by TradingView
  • Ticker SLYV
  • Sector ETFs
  • Industry ETFs
More about SLYV
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