Palisades Hudson Asset Management, L.P. Spdr S&P 600 Small Cap Value E Transaction History
Palisades Hudson Asset Management, L.P.
- $237 Million
- Q3 2024
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 58,855 shares of SLYV stock, worth $5.31 Million. This represents 2.16% of its overall portfolio holdings.
Number of Shares
58,855
Previous 59,789
1.56%
Holding current value
$5.31 Million
Previous $4.68 Million
9.14%
% of portfolio
2.16%
Previous 2.15%
Shares
24 transactions
Others Institutions Holding SLYV
# of Institutions
590Shares Held
31.2MCall Options Held
4KPut Options Held
800-
Bank Of America Corp Charlotte, NC2.67MShares$241 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.5MShares$135 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.37MShares$124 Million0.24% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA919KShares$83 Million13.95% of portfolio
-
Goelzer Investment Management, Inc.911KShares$82.3 Million4.36% of portfolio