Vestia Personal Wealth Advisors Spdr S&P 600 Small Cap Value E Transaction History
Vestia Personal Wealth Advisors
- $126 Billion
- Q1 2025
A detailed history of Vestia Personal Wealth Advisors transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 7,054 shares of SLYV stock, worth $557,477. This represents 0.44% of its overall portfolio holdings.
Number of Shares
7,054
Previous 7,144
1.26%
Holding current value
$557,477
Previous $623 Million
11.27%
% of portfolio
0.44%
Previous 0.51%
Shares
4 transactions
Others Institutions Holding SLYV
# of Institutions
613Shares Held
35.2MCall Options Held
2.8KPut Options Held
900-
Lpl Financial LLC Fort Mill, SC5.15MShares$407 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC2.31MShares$183 Million0.01% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.31MShares$103 Million0.22% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA942KShares$74.5 Million12.68% of portfolio
-
Cerity Partners LLC New York, NY935KShares$73.9 Million0.15% of portfolio