Taylor & Morgan Wealth Management, LLC Spdr S&P 600 Small Cap Value E Transaction History

Taylor & Morgan Wealth Management, LLC

  • $138 Million
  • Q4 2024

A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 7,557 shares of SLYV stock, worth $616,877. This represents 0.48% of its overall portfolio holdings.

Number of Shares
7,557
Previous 9,442 19.96%
Holding current value
$616,877
Previous $819,000 19.54%
% of portfolio
0.48%
Previous 0.56%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
SELL
$84.34 - $95.14 $158,980 - $179,338
-1,885 Reduced 19.96%
7,557 $659,000
Q3 2024

Oct 24, 2024
SELL
$77.23 - $87.97 $115,845 - $131,955
-1,500 Reduced 13.71%
9,442 $819,000
Q2 2024

Jul 16, 2024
SELL
$76.01 - $82.53 $268,999 - $292,073
-3,539 Reduced 24.44%
10,942 $856,000
Q1 2024

Apr 15, 2024
SELL
$77.43 - $82.98 $78,901 - $84,556
-1,019 Reduced 6.57%
14,481 $1.2 Million
Q4 2023

Jan 10, 2024
BUY
$66.67 - $84.55 $266 - $338
4 Added 0.03%
15,500 $1.29 Million
Q3 2023

Oct 05, 2023
SELL
$71.19 - $81.84 $18,651 - $21,442
-262 Reduced 1.66%
15,496 $1.12 Million
Q2 2023

Jul 13, 2023
SELL
$71.23 - $78.02 $95,163 - $104,234
-1,336 Reduced 7.82%
15,758 $1.22 Million
Q1 2023

Apr 06, 2023
SELL
$72.3 - $86.64 $14,387 - $17,241
-199 Reduced 1.15%
17,094 $1.3 Million
Q4 2022

Jan 17, 2023
SELL
$68.86 - $79.8 $7,436 - $8,618
-108 Reduced 0.62%
17,293 $0
Q3 2022

Oct 12, 2022
BUY
$67.14 - $82.32 $134 - $164
2 Added 0.01%
17,401 $1.17 Million
Q2 2022

Jul 08, 2022
BUY
$70.38 - $84.1 $1.22 Million - $1.46 Million
17,399 New
17,399 $1.26 Million

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
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