Shakespeare Wealth Management, Inc. Spdr S&P 600 Small Cap Growth Transaction History
Shakespeare Wealth Management, Inc.
- $369 Million
- Q4 2024
A detailed history of Shakespeare Wealth Management, Inc. transactions in Spdr S&P 600 Small Cap Growth stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 151,641 shares of SLYG stock, worth $12.5 Million. This represents 3.72% of its overall portfolio holdings.
Number of Shares
151,641
Previous 154,631
1.93%
Holding current value
$12.5 Million
Previous $14.4 Million
4.84%
% of portfolio
3.72%
Previous 3.8%
Shares
25 transactions
Others Institutions Holding SLYG
# of Institutions
521Shares Held
29.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.27MShares$186 Million0.09% of portfolio
-
Citigroup Inc2.13MShares$175 Million0.12% of portfolio
-
Bank Of America Corp Charlotte, NC1.7MShares$140 Million0.01% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.29MShares$106 Million0.25% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN991KShares$81.5 Million0.02% of portfolio