Sheets Smith Wealth Management Spdr S&P 600 Small Cap Value E Transaction History
Sheets Smith Wealth Management
- $802 Million
- Q4 2024
A detailed history of Sheets Smith Wealth Management transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Sheets Smith Wealth Management holds 3,259 shares of SLYV stock, worth $259,286. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,259
Previous 3,154
3.33%
Holding current value
$259,286
Previous $273,000
4.03%
% of portfolio
0.04%
Previous 0.03%
Shares
20 transactions
Others Institutions Holding SLYV
# of Institutions
632Shares Held
31.6MCall Options Held
6.4KPut Options Held
600-
Bank Of America Corp Charlotte, NC2.68MShares$213 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.52MShares$121 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.3MShares$104 Million0.24% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA923KShares$73.4 Million13.81% of portfolio
-
Cerity Partners LLC New York, NY919KShares$73.1 Million0.18% of portfolio