Lodestone Wealth Management LLC Spdr S&P 600 Small Cap Value E Transaction History
Lodestone Wealth Management LLC
- $246 Billion
- Q4 2025
A detailed history of Lodestone Wealth Management LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 262 shares of SLYV stock, worth $23,139. This represents 0.01% of its overall portfolio holdings.
Number of Shares
262Holding current value
$23,139% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SLYV
# of Institutions
637Shares Held
33.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.51MShares$487 Million0.15% of portfolio
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Bank Of America Corp Charlotte, NC2.27MShares$201 Million0.01% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA1.19MShares$106 Million0.2% of portfolio
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Cannon Financial Strategists, Inc. Athens, GA994KShares$87.8 Million12.61% of portfolio
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Goelzer Investment Management, Inc.879KShares$77.6 Million3.84% of portfolio