Octavia Wealth Advisors, LLC Spdr S&P 600 Small Cap Growth Transaction History
Octavia Wealth Advisors, LLC
- $822 Million
- Q4 2024
A detailed history of Octavia Wealth Advisors, LLC transactions in Spdr S&P 600 Small Cap Growth stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 14,635 shares of SLYG stock, worth $1.36 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
14,635
Previous 15,430
5.15%
Holding current value
$1.36 Million
Previous $1.44 Million
7.94%
% of portfolio
0.16%
Previous 0.18%
Shares
17 transactions
Others Institutions Holding SLYG
# of Institutions
517Shares Held
29.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.27MShares$211 Million0.09% of portfolio
-
Citigroup Inc2.13MShares$198 Million0.12% of portfolio
-
Bank Of America Corp Charlotte, NC1.7MShares$158 Million0.01% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.29MShares$120 Million0.25% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN991KShares$92.2 Million0.02% of portfolio