Wrenne Financial Planning LLC Spdr S&P 600 Small Cap Value E Transaction History
Wrenne Financial Planning LLC
- $234 Billion
- Q3 2025
A detailed history of Wrenne Financial Planning LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Wrenne Financial Planning LLC holds 187,488 shares of SLYV stock, worth $16.6 Million. This represents 7.11% of its overall portfolio holdings.
Number of Shares
187,488
Previous 181,275
3.43%
Holding current value
$16.6 Million
Previous $14.5 Billion
14.96%
% of portfolio
7.11%
Previous 6.76%
Shares
8 transactions
Others Institutions Holding SLYV
# of Institutions
635Shares Held
33.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.51MShares$487 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC2.27MShares$201 Million0.01% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.19MShares$106 Million0.2% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA994KShares$87.8 Million12.61% of portfolio
-
Goelzer Investment Management, Inc.879KShares$77.6 Million4.28% of portfolio