Optimist Retirement Group LLC Spdr S&P 600 Small Cap Value E Transaction History
Optimist Retirement Group LLC
- $222 Billion
- Q3 2024
A detailed history of Optimist Retirement Group LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Optimist Retirement Group LLC holds 128,521 shares of SLYV stock, worth $11.3 Million. This represents 5.04% of its overall portfolio holdings.
Number of Shares
128,521
Previous 126,056
1.96%
Holding current value
$11.3 Million
Previous $9.87 Billion
13.04%
% of portfolio
5.04%
Previous 5.19%
Shares
4 transactions
Others Institutions Holding SLYV
# of Institutions
591Shares Held
31.3MCall Options Held
4KPut Options Held
800-
Bank Of America Corp Charlotte, NC2.67MShares$236 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.5MShares$132 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.37MShares$121 Million0.24% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA919KShares$81.1 Million13.95% of portfolio
-
Goelzer Investment Management, Inc.911KShares$80.3 Million4.36% of portfolio