Wealth Shield Partners, LLC Spdr S&P 600 Small Cap Value E Transaction History
Wealth Shield Partners, LLC
- $839 Million
- Q3 2025
A detailed history of Wealth Shield Partners, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 69,728 shares of SLYV stock, worth $6.16 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
69,728
Previous 74,089
5.89%
Holding current value
$6.16 Million
Previous $5.91 Million
4.6%
% of portfolio
0.74%
Previous 0.74%
Shares
20 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