Summit Wealth Group LLC / CO Spdr S&P 600 Small Cap Value E Transaction History
Summit Wealth Group LLC / CO
- $398 Billion
- Q2 2025
A detailed history of Summit Wealth Group LLC / CO transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 33,659 shares of SLYV stock, worth $2.96 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
33,659Holding current value
$2.96 Million% of portfolio
0.67%Shares
1 transactions
Others Institutions Holding SLYV
# of Institutions
615Shares Held
33.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.31MShares$467 Million0.15% of portfolio
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Bank Of America Corp Charlotte, NC2.18MShares$191 Million0.01% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA1.37MShares$121 Million0.22% of portfolio
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Cannon Financial Strategists, Inc. Athens, GA953KShares$83.8 Million12.0% of portfolio
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Goelzer Investment Management, Inc.879KShares$77.3 Million4.28% of portfolio