Total Wealth Planning, LLC Spdr S&P 600 Small Cap Growth Transaction History
Total Wealth Planning, LLC
- $611 Million
- Q1 2025
A detailed history of Total Wealth Planning, LLC transactions in Spdr S&P 600 Small Cap Growth stock. As of the latest transaction made, Total Wealth Planning, LLC holds 13,862 shares of SLYG stock, worth $1.24 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
13,862
Previous 14,194
2.34%
Holding current value
$1.24 Million
Previous $1.28 Million
11.15%
% of portfolio
0.19%
Previous 0.21%
Shares
26 transactions
Others Institutions Holding SLYG
# of Institutions
522Shares Held
28.8MCall Options Held
2KPut Options Held
76-
Citigroup Inc2.59MShares$232 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.5MShares$224 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC1.76MShares$158 Million0.01% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.27MShares$114 Million0.23% of portfolio
-
Townsquare Capital LLC1.04MShares$92.7 Million0.95% of portfolio