Wealthsource Partners, LLC Spdr S&P 600 Small Cap Value E Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Wealthsource Partners, LLC holds 5,022 shares of SLYV stock, worth $438,521. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,022
Previous 4,991
0.62%
Holding current value
$438,521
Previous $361,000
15.79%
% of portfolio
0.03%
Previous 0.02%
Shares
28 transactions
Others Institutions Holding SLYV
# of Institutions
557Shares Held
31.4MCall Options Held
5.5KPut Options Held
100-
Bank Of America Corp Charlotte, NC2.49MShares$217 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.37MShares$120 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.33MShares$116 Million0.25% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.22MShares$107 Million0.03% of portfolio
-
Cerity Partners LLC New York, NY840KShares$73.4 Million0.19% of portfolio