Partners In Financial Planning Spdr S&P 600 Small Cap Value E Transaction History
Partners In Financial Planning
- $578 Billion
- Q3 2025
A detailed history of Partners In Financial Planning transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Partners In Financial Planning holds 31,249 shares of SLYV stock, worth $2.76 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
31,249
Previous 31,136
0.36%
Holding current value
$2.76 Million
Previous $2.48 Billion
11.55%
% of portfolio
0.48%
Previous 0.46%
Shares
18 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