9258 Wealth Management, LLC Spdr S&P 600 Small Cap Growth Transaction History

9258 Wealth Management, LLC

  • $664 Million
  • Q3 2024

A detailed history of 9258 Wealth Management, LLC transactions in Spdr S&P 600 Small Cap Growth stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 2,763 shares of SLYG stock, worth $253,201. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,763
Previous 2,763 -0.0%
Holding current value
$253,201
Previous $237,000 8.44%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 03, 2023
BUY
$70.74 - $80.39 $195,454 - $222,117
2,763 New
2,763 $203,000
Q3 2022

Nov 08, 2022
SELL
$67.45 - $82.5 $19,627 - $24,007
-291 Reduced 8.87%
2,989 $204,000
Q4 2020

Feb 10, 2021
BUY
$59.86 - $77.16 $196,340 - $253,084
3,280 New
3,280 $250,000
Q3 2020

Nov 13, 2020
SELL
$55.29 - $63.27 $257,264 - $294,395
-4,653 Closed
0 $0
Q4 2019

Feb 06, 2020
BUY
$57.76 - $64.9 $268,757 - $301,979
4,653 New
4,653 $300,000

Others Institutions Holding SLYG

# of Institutions
554
Shares Held
27.9M
Call Options Held
14.1K
Put Options Held
0
View Full List

About SPDR S&P 600 SMALL CAP GROWTH

SLYG Quotes by TradingView
  • Ticker SLYG
  • Sector ETFs
  • Industry ETFs
More about SLYG
Track This Portfolio

Track 9258 Wealth Management, LLC Portfolio

Follow 9258 Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of 9258 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 9258 Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email