Trueblood Wealth Management, LLC Spdr S&P 600 Small Cap Value E Transaction History
Trueblood Wealth Management, LLC
- $256 Billion
- Q3 2025
A detailed history of Trueblood Wealth Management, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Trueblood Wealth Management, LLC holds 19,059 shares of SLYV stock, worth $1.68 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
19,059
Previous 18,664
2.12%
Holding current value
$1.68 Million
Previous $1.49 Billion
13.5%
% of portfolio
0.66%
Previous 0.62%
Shares
8 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