Topsail Wealth Management, LLC Spdr S&P 600 Small Cap Value E Transaction History
Topsail Wealth Management, LLC
- $547 Billion
- Q2 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 3,723 shares of SLYV stock, worth $304,206. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,723
Previous 3,623
2.76%
Holding current value
$304,206
Previous $283 Million
4.76%
% of portfolio
0.05%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding SLYV
# of Institutions
614Shares Held
34.6MCall Options Held
2.8KPut Options Held
900-
Lpl Financial LLC Fort Mill, SC5.15MShares$421 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC2.31MShares$189 Million0.01% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.31MShares$107 Million0.22% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA953KShares$77.8 Million12.0% of portfolio
-
Cerity Partners LLC New York, NY935KShares$76.4 Million0.15% of portfolio