Trueblood Wealth Management, LLC Spdr S&P 600 Small Cap Value E Transaction History
Trueblood Wealth Management, LLC
- $216 Billion
- Q1 2025
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 18,645 shares of SLYV stock, worth $1.53 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
18,645
Previous 19,096
2.36%
Holding current value
$1.53 Million
Previous $1.67 Billion
12.27%
% of portfolio
0.68%
Previous 0.82%
Shares
6 transactions
Others Institutions Holding SLYV
# of Institutions
616Shares Held
35MCall Options Held
2.8KPut Options Held
900-
Lpl Financial LLC Fort Mill, SC5.15MShares$422 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, GA942KShares$77.1 Million12.68% of portfolio
-
Cerity Partners LLC New York, NY935KShares$76.5 Million0.15% of portfolio