Wealth Plan Partners, LLC Spdr S&P 600 Small Cap Growth Transaction History

Wealth Plan Partners, LLC

  • $745 Billion
  • Q3 2024

A detailed history of Wealth Plan Partners, LLC transactions in Spdr S&P 600 Small Cap Growth stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 4,470 shares of SLYG stock, worth $407,485. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,470
Previous 5,971 25.14%
Holding current value
$407,485
Previous $513 Million 18.82%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Nov 05, 2024
SELL
$85.03 - $94.56 $127,630 - $141,934
-1,501 Reduced 25.14%
4,470 $416 Million
Q2 2024

Aug 09, 2024
BUY
$81.25 - $88.21 $151,775 - $164,776
1,868 Added 45.53%
5,971 $513 Million
Q1 2024

May 07, 2024
BUY
$80.09 - $87.23 $328,609 - $357,904
4,103 New
4,103 $358 Million
Q2 2023

Jul 31, 2023
SELL
$69.81 - $77.05 $558 - $616
-8 Reduced 47.06%
9 $693,000
Q1 2023

May 10, 2023
BUY
$70.74 - $80.39 $1,202 - $1,366
17 New
17 $1.25 Million

Others Institutions Holding SLYG

# of Institutions
496
Shares Held
26.7M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR S&P 600 SMALL CAP GROWTH

SLYG Quotes by TradingView
  • Ticker SLYG
  • Sector ETFs
  • Industry ETFs
More about SLYG
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