United Capital Financial Advisers, LLC Spdr Ssga Us Small Cap Low Vol Transaction History
United Capital Financial Advisers, LLC
- $12 Billion
- Q1 2024
A detailed history of United Capital Financial Advisers, LLC transactions in Spdr Ssga Us Small Cap Low Vol stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 6,695 shares of SMLV stock, worth $728,549. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,695
Previous 6,988
4.19%
Holding current value
$728,549
Previous $786,000
4.58%
% of portfolio
0.01%
Previous 0.01%
Shares
29 transactions
Others Institutions Holding SMLV
# of Institutions
79Shares Held
798KCall Options Held
0Put Options Held
0-
Congress Wealth Management LLC Boston, MA166KShares$18.1 Million0.33% of portfolio
-
Mc Naughton Wealth Management, LLC86.2KShares$9.38 Million5.36% of portfolio
-
Dorval Corp Maple Grove, MN66.6KShares$7.24 Million3.36% of portfolio
-
Kestra Advisory Services, LLC48.6KShares$5.28 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC44.3KShares$4.82 Million0.0% of portfolio