Trueblood Wealth Management, LLC Spdr S&P 600 Small Cap Value E Transaction History
Trueblood Wealth Management, LLC
- $199 Billion
- Q3 2024
A detailed history of Trueblood Wealth Management, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Trueblood Wealth Management, LLC holds 18,477 shares of SLYV stock, worth $1.67 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
18,477
Previous 16,361
12.93%
Holding current value
$1.67 Million
Previous $1.28 Billion
25.21%
% of portfolio
0.81%
Previous 0.72%
Shares
4 transactions
Others Institutions Holding SLYV
# of Institutions
590Shares Held
31.2MCall Options Held
4KPut Options Held
800-
Bank Of America Corp Charlotte, NC2.67MShares$241 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.5MShares$135 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.37MShares$124 Million0.24% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA919KShares$82.9 Million13.95% of portfolio
-
Goelzer Investment Management, Inc.911KShares$82.1 Million4.36% of portfolio