Topsail Wealth Management, LLC Spdr S&P 600 Small Cap Value E Transaction History
Topsail Wealth Management, LLC
- $492 Billion
- Q1 2025
A detailed history of Topsail Wealth Management, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Topsail Wealth Management, LLC holds 3,623 shares of SLYV stock, worth $274,623. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,623
Previous 3,548
2.11%
Holding current value
$274,623
Previous $310 Million
8.43%
% of portfolio
0.06%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding SLYV
# of Institutions
611Shares Held
35.2MCall Options Held
2.8KPut Options Held
900-
Lpl Financial LLC Fort Mill, SC5.15MShares$391 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC2.31MShares$175 Million0.01% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.31MShares$99.2 Million0.22% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA942KShares$71.4 Million12.68% of portfolio
-
Cerity Partners LLC New York, NY935KShares$70.9 Million0.15% of portfolio