Bartlett & Co. Wealth Management LLC Spdr S&P 600 Small Cap Value E Transaction History
Bartlett & Co. Wealth Management LLC
- $7.34 Billion
- Q3 2025
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 286 shares of SLYV stock, worth $25,259. This represents 0.0% of its overall portfolio holdings.
Number of Shares
286
Previous 460
37.83%
Holding current value
$25,259
Previous $36.7 Million
99.93%
% of portfolio
0.0%
Previous 0.0%
Shares
9 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