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

Sax Wealth Advisors, LLC

  • $1.11 Billion
  • Q3 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 $205,003. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,328
Holding current value
$205,003
% of portfolio
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
591
Shares Held
31.3M
Call Options Held
4K
Put Options Held
800
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
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