Foundation Wealth Management, Llc\Pa Spdr S&P 600 Small Cap Value E Transaction History
Foundation Wealth Management, Llc\Pa
- $258 Billion
- Q3 2025
A detailed history of Foundation Wealth Management, Llc\Pa transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Foundation Wealth Management, Llc\Pa holds 25,275 shares of SLYV stock, worth $2.23 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
25,275
Previous 28,249
10.53%
Holding current value
$2.23 Million
Previous $2.25 Billion
0.56%
% of portfolio
0.87%
Previous 0.97%
Shares
4 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