Moser Wealth Advisors, LLC Spdr S&P 600 Small Cap Value E Transaction History

Moser Wealth Advisors, LLC

$190 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 22, 2020	SELL	$37.01 - $56.66 $1,850 - $2,833	-50 Closed	0 $0
Q4 2019 Feb 12, 2020	BUY	$58.81 - $66.14 $2,940 - $3,307	50 New	50 $3,000

Others Institutions Holding SLYV

# of Institutions

591

Shares Held

31.3M

Call Options Held

4K

Put Options Held

800

Bank Of America Corp Charlotte, NC

2.67M
Shares

$245 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.5M
Shares

$137 Million
0.06% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.37M
Shares

$126 Million
0.24% of portfolio
Cannon Financial Strategists, Inc. Athens, GA

919K
Shares

$84.2 Million
13.95% of portfolio
Goelzer Investment Management, Inc.

911K
Shares

$83.5 Million
4.36% of portfolio

About SPDR S&P 600 SMALL CAP VALUE E

Ticker SLYV
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