Northwest Wealth Management, LLC Spdr S&P 600 Small Cap Value E Transaction History
Northwest Wealth Management, LLC
- $381 Million
- Q2 2024
A detailed history of Northwest Wealth Management, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 88,093 shares of SLYV stock, worth $7.65 Million. This represents 1.81% of its overall portfolio holdings.
Number of Shares
88,093
Previous 89,056
1.08%
Holding current value
$7.65 Million
Previous $7.39 Million
6.63%
% of portfolio
1.81%
Previous 2.05%
Shares
25 transactions
Others Institutions Holding SLYV
# of Institutions
577Shares Held
31.2MCall Options Held
1KPut Options Held
0-
Bank Of America Corp Charlotte, NC2.59MShares$225 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.43MShares$124 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.35MShares$118 Million0.24% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.28MShares$111 Million0.03% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA919KShares$79.8 Million13.95% of portfolio