Melone Private Wealth, LLC Spdr S&P 600 Small Cap Value E Transaction History
Melone Private Wealth, LLC
- $220 Million
- Q3 2025
A detailed history of Melone Private Wealth, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Melone Private Wealth, LLC holds 58,795 shares of SLYV stock, worth $5.19 Million. This represents 2.37% of its overall portfolio holdings.
Number of Shares
58,795
Previous 56,810
3.49%
Holding current value
$5.19 Million
Previous $4.53 Million
15.03%
% of portfolio
2.37%
Previous 2.31%
Shares
16 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