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

Valued Wealth Advisors LLC

$154 Billion
Q3 2024

A detailed history of Valued Wealth Advisors LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 22 shares of SLYV stock, worth $1,983. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,983

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 28, 2024	BUY	$77.23 - $87.97 $1,699 - $1,935	22 New	22 $1.93 Million

Others Institutions Holding SLYV

# of Institutions

595

Shares Held

31.1M

Call Options Held

Put Options Held

800

Bank Of America Corp Charlotte, NC

2.67M
Shares

$241 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.5M
Shares

$135 Million
0.06% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.37M
Shares

$124 Million
0.24% of portfolio
Cannon Financial Strategists, Inc. Athens, GA

919K
Shares

$82.9 Million
13.95% of portfolio
Cerity Partners LLC New York, NY

905K
Shares

$81.6 Million
0.18% of portfolio

View Full List

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 Valued Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

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

Account

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