Topel & Distasi Wealth Management, LLC Spdr S&P 600 Small Cap Growth Transaction History
Topel & Distasi Wealth Management, LLC
- $234 Million
- Q4 2024
A detailed history of Topel & Distasi Wealth Management, LLC transactions in Spdr S&P 600 Small Cap Growth stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 8,603 shares of SLYG stock, worth $726,351. This represents 0.33% of its overall portfolio holdings.
Number of Shares
8,603
Previous 8,603
-0.0%
Holding current value
$726,351
Previous $801,000
3.0%
% of portfolio
0.33%
Previous 0.33%
Shares
1 transactions
Others Institutions Holding SLYG
# of Institutions
519Shares Held
29.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.27MShares$191 Million0.09% of portfolio
-
Citigroup Inc2.13MShares$180 Million0.12% of portfolio
-
Bank Of America Corp Charlotte, NC1.7MShares$144 Million0.01% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.29MShares$109 Million0.25% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN991KShares$83.7 Million0.02% of portfolio