Confluence Wealth Services, Inc. Spdr S&P 600 Small Cap Growth Transaction History
Confluence Wealth Services, Inc.
- $1.86 Billion
- Q3 2025
A detailed history of Confluence Wealth Services, Inc. transactions in Spdr S&P 600 Small Cap Growth stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 11,266 shares of SLYG stock, worth $1.03 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
11,266
Previous 11,136
1.17%
Holding current value
$1.03 Million
Previous $988,000
7.49%
% of portfolio
0.06%
Previous 0.06%
Shares
10 transactions
Others Institutions Holding SLYG
# of Institutions
555Shares Held
28MCall Options Held
14.1KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC3.82MShares$350 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC1.86MShares$170 Million0.01% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.17MShares$108 Million0.21% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN954KShares$87.4 Million0.02% of portfolio
-
Srs Capital Advisors, Inc. Denver, CO802KShares$73.5 Million0.88% of portfolio