Marshall & Sterling Wealth Advisors Inc. Spdr S&P 600 Small Cap Value E Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $156 Billion
- Q3 2025
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 109 shares of SLYV stock, worth $9,626. This represents 0.01% of its overall portfolio holdings.
Number of Shares
109
Previous 109
-0.0%
Holding current value
$9,626
Previous $8.69 Million
11.15%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding SLYV
# of Institutions
637Shares Held
33.3MCall 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 Million3.84% of portfolio