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

Liberty Wealth Management LLC

$569 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 09, 2021	SELL	$50.84 - $66.37 $813 - $1,061	-16 Closed	0 $0
Q1 2020 Apr 27, 2020	BUY	$35.74 - $66.24 $35 - $66	1 Added 6.67%	16 $1,000
Q4 2018 Mar 26, 2019	BUY	N/A	15 New	15 $0

Others Institutions Holding SLYV

# of Institutions

591

Shares Held

31.3M

Call Options Held

4K

Put Options Held

800

Bank Of America Corp Charlotte, NC

2.67M
Shares

$237 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.5M
Shares

$133 Million
0.06% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.37M
Shares

$121 Million
0.24% of portfolio
Cannon Financial Strategists, Inc. Athens, GA

919K
Shares

$81.5 Million
13.95% of portfolio
Goelzer Investment Management, Inc.

911K
Shares

$80.7 Million
4.36% of portfolio

About SPDR S&P 600 SMALL CAP VALUE E

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