Silver Oak Wealth Management LLC Spdr S&P 600 Small Cap Value E Transaction History
Silver Oak Wealth Management LLC
- $533 Billion
- Q2 2025
A detailed history of Silver Oak Wealth Management LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 4,829 shares of SLYV stock, worth $427,897. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,829
Previous 4,829
-0.0%
Holding current value
$427,897
Previous $379 Million
1.73%
% of portfolio
0.07%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding SLYV
# of Institutions
616Shares Held
33.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.31MShares$471 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC2.18MShares$193 Million0.01% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.37MShares$122 Million0.22% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA953KShares$84.4 Million12.0% of portfolio
-
Goelzer Investment Management, Inc.886KShares$78.5 Million4.01% of portfolio