Brandywine Oak Private Wealth LLC SLYV Holdings History
Brandywine Oak Private Wealth LLC's SPDR S&P 600 Small Cap Value ETF Holding Summary
As of 2025-03-31, Brandywine Oak Private Wealth LLC held 269,163.00 shares of SPDR S&P 600 Small Cap Value ETF(SLYV), totaling $21.10 Mil. This investment constitutes 2.07% of their stock portfolio, and Brandywine Oak Private Wealth LLC now holds 0.57% of the outstanding SPDR S&P 600 Small Cap Value ETF(SLYV) stock.
The initial trade took place in 2020Q1. And since then Brandywine Oak Private Wealth LLC has made 15 purchases of SLYV, at an average price of $70.41, for a total of 297,640.00 shares. In addition, there have been 6 sales at an average price of $76.35 for 28,477.00 shares. Based on historical transaction data and SLYV's current price of $83.46, Brandywine Oak Private Wealth LLC's estimated gain on his SLYV holdings is $3.68 Mil, reflecting a 17.57% gain to date.
Brandywine Oak Private Wealth LLC SLYV ($83.46) Holding Chart
Brandywine Oak Private Wealth LLC SLYV ($83.46) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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