Palisades Hudson Asset Management, L.P. Spdr S&P 600 Small Cap Value E Transaction History
Palisades Hudson Asset Management, L.P.
- $256 Million
- Q2 2025
A detailed history of Palisades Hudson Asset Management, L.P. transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Palisades Hudson Asset Management, L.P. holds 62,702 shares of SLYV stock, worth $5.51 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
62,702
Previous 58,609
6.98%
Holding current value
$5.51 Million
Previous $4.6 Million
8.84%
% of portfolio
1.96%
Previous 2.09%
Shares
27 transactions
Others Institutions Holding SLYV
# of Institutions
615Shares Held
33.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.31MShares$467 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC2.18MShares$191 Million0.01% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.37MShares$121 Million0.22% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA953KShares$83.8 Million12.0% of portfolio
-
Goelzer Investment Management, Inc.879KShares$77.3 Million4.28% of portfolio