Occidental Asset Management, LLC Spdr S&P 600 Small Cap Value E Transaction History
Occidental Asset Management, LLC
- $637 Million
- Q4 2024
A detailed history of Occidental Asset Management, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Occidental Asset Management, LLC holds 14,910 shares of SLYV stock, worth $1.19 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
14,910
Previous 10,428
42.98%
Holding current value
$1.19 Million
Previous $905,000
43.65%
% of portfolio
0.2%
Previous 0.15%
Shares
25 transactions
Others Institutions Holding SLYV
# of Institutions
631Shares Held
31.6MCall Options Held
6.4KPut Options Held
600-
Bank Of America Corp Charlotte, NC2.68MShares$214 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.52MShares$121 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.3MShares$104 Million0.24% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA923KShares$73.6 Million13.81% of portfolio
-
Cerity Partners LLC New York, NY919KShares$73.2 Million0.18% of portfolio