Swisher Financial Concepts, Inc. Spdr Ssga Us Small Cap Low Vol Transaction History
Swisher Financial Concepts, Inc.
- $151 Million
 - Q3 2025
 
A detailed history of Swisher Financial Concepts, Inc. transactions in Spdr Ssga Us Small Cap Low Vol stock. As of the latest transaction made, Swisher Financial Concepts, Inc. holds 2,256 shares of SMLV stock, worth $285,000. This represents 0.19% of its overall portfolio holdings.
Number of Shares
2,256
              Previous 2,541
              
        
           11.22%
        
      
          
        Holding current value
$285,000
            Previous $317,000
            
        
           7.89%
        
      
          
        % of portfolio
0.19%
            Previous 0.23%
          
        Shares
	  3 transactions
	
  Others Institutions Holding SMLV
# of Institutions
94Shares Held
811KCall Options Held
0Put Options Held
0- 
    
      Congress Wealth Management LLC Boston, MA85.7KShares$10.8 Million0.11% of portfolio
 - 
    
      Dorval Corp Maple Grove, MN77.5KShares$9.8 Million3.33% of portfolio
 - 
    
      Lpl Financial LLC Fort Mill, SC75.1KShares$9.49 Million0.0% of portfolio
 - 
    
      Cambridge Investment Research Advisors, Inc.64.9KShares$8.2 Million0.02% of portfolio
 - 
    
      Ieq Capital, LLC56KShares$7.08 Million0.04% of portfolio