Portland Financial Advisors Inc Spdr Ssga Us Small Cap Low Vol Transaction History
Portland Financial Advisors Inc
- $39.1 Billion
- Q1 2025
A detailed history of Portland Financial Advisors Inc transactions in Spdr Ssga Us Small Cap Low Vol stock. As of the latest transaction made, Portland Financial Advisors Inc holds 4,215 shares of SMLV stock, worth $520,847. This represents 1.32% of its overall portfolio holdings.
Number of Shares
4,215
Previous 4,265
1.17%
Holding current value
$520,847
Previous $544 Million
4.86%
% of portfolio
1.32%
Previous 1.46%
Shares
2 transactions
Others Institutions Holding SMLV
# of Institutions
90Shares Held
796KCall Options Held
0Put Options Held
0-
Congress Wealth Management LLC Boston, MA106KShares$13.1 Million0.17% of portfolio
-
Dorval Corp Maple Grove, MN71.2KShares$8.8 Million3.75% of portfolio
-
Cambridge Investment Research Advisors, Inc.61.9KShares$7.65 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC59.9KShares$7.41 Million0.0% of portfolio
-
Ieq Capital, LLC56KShares$6.92 Million0.06% of portfolio