Topel & Distasi Wealth Management, LLC Spdr S&P 600 Small Cap Growth Transaction History
Topel & Distasi Wealth Management, LLC
- $228 Million
- Q2 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 $796,465. This represents 0.32% of its overall portfolio holdings.
Number of Shares
8,603
Previous 8,603
-0.0%
Holding current value
$796,465
Previous $750,000
1.6%
% of portfolio
0.32%
Previous 0.33%
Shares
1 transactions
Others Institutions Holding SLYG
# of Institutions
466Shares Held
25.8MCall Options Held
2.5KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC2.27MShares$211 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC1.62MShares$150 Million0.01% of portfolio
-
Citigroup Inc1.61MShares$149 Million0.09% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.34MShares$124 Million0.26% of portfolio
-
Townsquare Capital LLC1.1MShares$102 Million1.32% of portfolio