Optimist Retirement Group LLC Spdr S&P 600 Small Cap Growth Transaction History
Optimist Retirement Group LLC
- $204 Million
- Q2 2025
A detailed history of Optimist Retirement Group LLC transactions in Spdr S&P 600 Small Cap Growth stock. As of the latest transaction made, Optimist Retirement Group LLC holds 132,382 shares of SLYG stock, worth $12.6 Million. This represents 5.75% of its overall portfolio holdings.
Number of Shares
132,382
Previous 131,164
0.93%
Holding current value
$12.6 Million
Previous $10.9 Million
7.92%
% of portfolio
5.75%
Previous 5.55%
Shares
7 transactions
Others Institutions Holding SLYG
# of Institutions
547Shares Held
26.8MCall Options Held
16.6KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC3.43MShares$326 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC1.84MShares$175 Million0.01% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.31MShares$124 Million0.23% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN999KShares$94.8 Million0.02% of portfolio
-
Morgan Stanley New York, NY717KShares$68 Million0.0% of portfolio