Vestia Personal Wealth Advisors Spdr S&P 600 Small Cap Value E Transaction History
Vestia Personal Wealth Advisors
- $106 Billion
- Q3 2024
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 7,165 shares of SLYV stock, worth $645,853. This represents 0.59% of its overall portfolio holdings.
Number of Shares
7,165
Previous 7,257
1.27%
Holding current value
$645,853
Previous $568 Million
9.46%
% of portfolio
0.59%
Previous 0.61%
Shares
2 transactions
Others Institutions Holding SLYV
# of Institutions
590Shares Held
31.2MCall Options Held
4KPut Options Held
800-
Bank Of America Corp Charlotte, NC2.67MShares$241 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.5MShares$135 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.37MShares$124 Million0.24% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA919KShares$82.9 Million13.95% of portfolio
-
Goelzer Investment Management, Inc.911KShares$82.1 Million4.36% of portfolio