Palisades Hudson Asset Management, L.P. Spdr S&P 600 Small Cap Value E Transaction History
Palisades Hudson Asset Management, L.P.
- $220 Million
- Q1 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 58,609 shares of SLYV stock, worth $4.7 Million. This represents 2.09% of its overall portfolio holdings.
Number of Shares
58,609
Previous 58,472
0.23%
Holding current value
$4.7 Million
Previous $5.1 Million
9.94%
% of portfolio
2.09%
Previous 2.15%
Shares
26 transactions
Others Institutions Holding SLYV
# of Institutions
612Shares Held
35.1MCall Options Held
2.8KPut Options Held
900-
Lpl Financial LLC Fort Mill, SC5.15MShares$413 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC2.31MShares$185 Million0.01% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.31MShares$105 Million0.22% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA942KShares$75.5 Million12.68% of portfolio
-
Cerity Partners LLC New York, NY935KShares$74.9 Million0.15% of portfolio