Topel & Distasi Wealth Management, LLC Spdr S&P 600 Small Cap Growth Transaction History
Topel & Distasi Wealth Management, LLC
- $241 Million
- Q3 2024
A detailed history of Topel & Distasi Wealth Management, LLC transactions in Spdr S&P 600 Small Cap Growth stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 8,603 shares of SLYG stock, worth $816,940. This represents 0.33% of its overall portfolio holdings.
Number of Shares
8,603
Previous 8,603
-0.0%
Holding current value
$816,940
Previous $738,000
8.54%
% of portfolio
0.33%
Previous 0.32%
Shares
1 transactions
Others Institutions Holding SLYG
# of Institutions
496Shares Held
26.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.32MShares$220 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC1.68MShares$159 Million0.01% of portfolio
-
Citigroup Inc1.62MShares$154 Million0.09% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.33MShares$126 Million0.25% of portfolio
-
Townsquare Capital LLC1.2MShares$114 Million1.37% of portfolio