Nelson, Van Denburg & Campbell Wealth Management Group, LLC Spdr S&P 600 Small Cap ETF Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.1 Billion
Q1 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 10, 2023	BUY	$79.99 - $93.53 $1,519 - $1,777	19 New	19 $1,000
Q4 2021 Feb 14, 2022	BUY	N/A	1 Added 1.85%	55 $5,000
Q3 2021 Nov 02, 2021	SELL	N/A	-1 Reduced 1.82%	54 $5,000
Q2 2021 Jul 27, 2021	BUY	N/A	1 Added 1.85%	55 $5,000
Q4 2020 Feb 09, 2021	BUY	N/A	54 New	54 $4,000

Others Institutions Holding SLY

# of Institutions

Shares Held

588K

Call Options Held

Put Options Held

Dixon Hubard Feinour & Brown Inc

167K
Shares

$0
1.59% of portfolio
Eaton Vance Management Boston, MA

140K
Shares

$0
0.02% of portfolio
Strategic Wealth Advisors Group, LLC Sacramento, CA

78.9K
Shares

$0
0.26% of portfolio
Mathes Company, Inc.

70.7K
Shares

$0
1.14% of portfolio
55 I, LLC Boston, MA

51.6K
Shares

$0
0.11% of portfolio

View Full List

About SPDR S&P 600 SMALL CAP ETF

Ticker SLY
Sector ETFs
Industry ETFs

More about SLY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Nelson, Van Denburg & Campbell Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nelson, Van Denburg & Campbell Wealth Management Group, LLC with notifications on news.

Account