V Wealth Advisors LLC Spdr S&P 600 Small Cap Value E Transaction History

V Wealth Advisors LLC

$123 Million
Q3 2023

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 11, 2023	SELL	$71.23 - $78.02 $15,100 - $16,540	-212 Reduced 5.4%	3,711 $286,000
Q1 2023 May 02, 2023	BUY	$72.3 - $86.64 $72,227 - $86,553	999 Added 34.17%	3,923 $298,000
Q4 2022 Jan 20, 2023	BUY	$68.86 - $79.8 $201,346 - $233,335	2,924 New	2,924 $0
Q2 2022 Jul 27, 2022	SELL	$70.38 - $84.1 $1.94 Million - $2.32 Million	-27,618 Closed	0 $0
Q1 2022 May 16, 2022	SELL	$78.85 - $87.08 $948,959 - $1.05 Million	-12,035 Reduced 30.35%	27,618 $2.3 Million
Q4 2021 Feb 17, 2022	SELL	$80.48 - $90.28 $804 - $902	-10 Reduced 0.03%	39,653 $3.36 Million
Q3 2021 Oct 21, 2021	BUY	$78.25 - $86.49 $3.1 Million - $3.43 Million	39,663 New	39,663 $3.25 Million

Others Institutions Holding SLYV

# of Institutions

590

Shares Held

31.2M

Call Options Held

4K

Put Options Held

800

Bank Of America Corp Charlotte, NC

2.67M
Shares

$249 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.5M
Shares

$139 Million
0.06% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.37M
Shares

$128 Million
0.24% of portfolio
Cannon Financial Strategists, Inc. Athens, GA

919K
Shares

$85.7 Million
13.95% of portfolio
Goelzer Investment Management, Inc.

911K
Shares

$84.9 Million
4.36% of portfolio

About SPDR S&P 600 SMALL CAP VALUE E

Ticker SLYV
Sector ETFs
Industry ETFs

More about SLYV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of V Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on V Wealth Advisors LLC with notifications on news.