Morton Brown Family Wealth, LLC Spdr S&P 600 Small Cap Value E Transaction History
Morton Brown Family Wealth, LLC
- $260 Million
- Q2 2024
A detailed history of Morton Brown Family Wealth, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 23,170 shares of SLYV stock, worth $1.97 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
23,170
Previous 37,850
38.78%
Holding current value
$1.97 Million
Previous $3.14 Million
42.23%
% of portfolio
0.7%
Previous 1.3%
Shares
11 transactions
Others Institutions Holding SLYV
# of Institutions
565Shares Held
31.1MCall Options Held
1KPut Options Held
0-
Bank Of America Corp Charlotte, NC2.59MShares$220 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.43MShares$122 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.35MShares$115 Million0.24% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.28MShares$108 Million0.03% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA910KShares$77.4 Million13.59% of portfolio