Grey Fox Wealth Advisors, LLC Spdr S&P 600 Small Cap Value E Transaction History
Grey Fox Wealth Advisors, LLC
- $359 Billion
- Q3 2024
A detailed history of Grey Fox Wealth Advisors, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Grey Fox Wealth Advisors, LLC holds 15,063 shares of SLYV stock, worth $1.33 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
15,063
Previous 11,357
32.63%
Holding current value
$1.33 Million
Previous $889 Million
47.05%
% of portfolio
0.36%
Previous 0.31%
Shares
4 transactions
Others Institutions Holding SLYV
# of Institutions
591Shares Held
31.3MCall Options Held
4KPut Options Held
800-
Bank Of America Corp Charlotte, NC2.67MShares$237 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.5MShares$133 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.37MShares$121 Million0.24% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA919KShares$81.5 Million13.95% of portfolio
-
Goelzer Investment Management, Inc.911KShares$80.7 Million4.36% of portfolio