Congress Wealth Management LLC Spdr S&P 600 Small Cap Value E Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Congress Wealth Management LLC holds 4,509 shares of SLYV stock, worth $397,062. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,509
Previous 23,698 80.97%
Holding current value
$397,062
Previous $1.86 Million 78.92%
% of portfolio
0.01%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$77.23 - $87.97 $1.48 Million - $1.69 Million
-19,189 Reduced 80.97%
4,509 $391,000
Q2 2024

Aug 13, 2024
SELL
$76.01 - $82.53 $1.51 Million - $1.64 Million
-19,871 Reduced 45.61%
23,698 $1.86 Million
Q1 2024

Apr 18, 2024
SELL
$77.43 - $82.98 $180,257 - $193,177
-2,328 Reduced 5.07%
43,569 $3.61 Million
Q4 2023

Feb 09, 2024
SELL
$66.67 - $84.55 $9,867 - $12,513
-148 Reduced 0.32%
45,897 $3.82 Million
Q3 2023

Oct 30, 2023
BUY
$71.19 - $81.84 $3.28 Million - $3.77 Million
46,045 New
46,045 $3.33 Million

Others Institutions Holding SLYV

# of Institutions
591
Shares Held
31.3M
Call Options Held
4K
Put Options Held
800
View Full List

About SPDR S&P 600 SMALL CAP VALUE E

SLYV Quotes by TradingView
  • Ticker SLYV
  • Sector ETFs
  • Industry ETFs
More about SLYV
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