Wealth Shield Partners, LLC Spdr S&P 600 Small Cap Value E Transaction History
Wealth Shield Partners, LLC
- $721 Million
- Q3 2024
A detailed history of Wealth Shield Partners, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 60,825 shares of SLYV stock, worth $5.57 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
60,825
Previous 57,091
6.54%
Holding current value
$5.57 Million
Previous $4.47 Million
18.12%
% of portfolio
0.73%
Previous 0.7%
Shares
16 transactions
Others Institutions Holding SLYV
# of Institutions
591Shares Held
31.3MCall Options Held
4KPut Options Held
800-
Bank Of America Corp Charlotte, NC2.67MShares$245 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.5MShares$137 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.37MShares$126 Million0.24% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA919KShares$84.2 Million13.95% of portfolio
-
Goelzer Investment Management, Inc.911KShares$83.5 Million4.36% of portfolio