Rmr Wealth Builders Spdr S&P 600 Small Cap Value E Transaction History

Rmr Wealth Builders

$939 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 09, 2021	SELL	$50.84 - $66.37 $581,457 - $759,073	-11,437 Closed	0 $0
Q3 2020 Nov 13, 2020	BUY	$46.51 - $54.78 $531,934 - $626,518	11,437 New	11,437 $573,000

Others Institutions Holding SLYV

# of Institutions

592

Shares Held

31.3M

Call Options Held

4K

Put Options Held

800

Bank Of America Corp Charlotte, NC

2.67M
Shares

$252 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.5M
Shares

$141 Million
0.06% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.37M
Shares

$129 Million
0.24% of portfolio
Cannon Financial Strategists, Inc. Athens, GA

919K
Shares

$86.8 Million
13.95% of portfolio
Goelzer Investment Management, Inc.

911K
Shares

$86 Million
4.36% of portfolio

About SPDR S&P 600 SMALL CAP VALUE E

Ticker SLYV
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