Truvvo Partners LLC Spdr S&P 600 Small Cap Value E Transaction History

Truvvo Partners LLC

$5.22 Million
Q3 2022

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 10, 2018	SELL	N/A	-39,060 Closed	0 $0
Q4 2017 Feb 13, 2018	SELL	N/A	-12,591 Reduced 24.38%	39,060 $3.08 Million
Q3 2017 Nov 14, 2017	BUY	N/A	51,651	51,651 $3.91 Million

Others Institutions Holding SLYV

# of Institutions

632

Shares Held

31.6M

Call Options Held

6.4K

Put Options Held

600

Bank Of America Corp Charlotte, NC

2.68M
Shares

$213 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.52M
Shares

$121 Million
0.06% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.3M
Shares

$104 Million
0.24% of portfolio
Cannon Financial Strategists, Inc. Athens, GA

923K
Shares

$73.4 Million
13.81% of portfolio
Cerity Partners LLC New York, NY

919K
Shares

$73.1 Million
0.18% of portfolio

About SPDR S&P 600 SMALL CAP VALUE E

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