Triad Wealth Partners, LLC Spdr S&P 600 Small Cap Value E Transaction History

Triad Wealth Partners, LLC

$191 Billion
Q2 2024

A detailed history of Triad Wealth Partners, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 74 shares of SLYV stock, worth $6,475. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$6,475

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 18, 2024	BUY	$76.01 - $82.53 $5,624 - $6,107	74 New	74 $5.8 Million

Others Institutions Holding SLYV

# of Institutions

565

Shares Held

31.1M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

2.59M
Shares

$227 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.43M
Shares

$125 Million
0.06% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.35M
Shares

$119 Million
0.24% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.28M
Shares

$112 Million
0.03% of portfolio
Cannon Financial Strategists, Inc. Athens, GA

910K
Shares

$79.7 Million
13.59% of portfolio

View Full List

About SPDR S&P 600 SMALL CAP VALUE E

Ticker SLYV
Sector ETFs
Industry ETFs

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Triad Wealth Partners, LLC Spdr S&P 600 Small Cap Value E Transaction History