Sax Wealth Advisors, LLC Spdr S&P 600 Small Cap Value E Transaction History

Sax Wealth Advisors, LLC

  • $1.26 Billion
  • Q4 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 2,328 shares of SLYV stock, worth $190,034. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,328
Previous 2,328 -0.0%
Holding current value
$190,034
Previous $202,000 0.5%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
BUY
$77.23 - $87.97 $179,791 - $204,794
2,328 New
2,328 $202,000
Q3 2021

Dec 10, 2021
BUY
$78.25 - $86.49 $704 - $778
9 Added 0.3%
3,028 $248,000
Q2 2021

Aug 12, 2021
BUY
$80.72 - $89.85 $726 - $808
9 Added 0.3%
3,019 $259,000
Q1 2021

May 14, 2021
BUY
$65.44 - $87.88 $196,974 - $264,518
3,010 New
3,010 $247,000

Others Institutions Holding SLYV

# of Institutions
631
Shares Held
31.6M
Call Options Held
6.4K
Put Options Held
600
View Full List

About SPDR S&P 600 SMALL CAP VALUE E

SLYV Quotes by TradingView
  • Ticker SLYV
  • Sector ETFs
  • Industry ETFs
More about SLYV
Track This Portfolio

Track Sax Wealth Advisors, LLC Portfolio

Follow Sax Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sax Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sax Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email