Bogart Wealth, LLC Spdr S&P 600 Small Cap Value E Transaction History
Bogart Wealth, LLC
- $2.46 Billion
- Q3 2025
A detailed history of Bogart Wealth, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Bogart Wealth, LLC holds 1,001 shares of SLYV stock, worth $88,408. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,001
Previous 2,001
49.98%
Holding current value
$88,408
Previous $159,000
44.65%
% of portfolio
0.0%
Previous 0.01%
Shares
6 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