CarsonAllaria Wealth Management, Ltd. SLYV Holdings History
CarsonAllaria Wealth Management, Ltd.'s SPDR S&P 600 Small Cap Value ETF Holding Summary
As of 2025-03-31, CarsonAllaria Wealth Management, Ltd. held 107,223.00 shares of SPDR S&P 600 Small Cap Value ETF(SLYV), totaling $8.41 Mil. This investment constitutes 4.87% of their stock portfolio, and CarsonAllaria Wealth Management, Ltd. now holds 0.23% of the outstanding SPDR S&P 600 Small Cap Value ETF(SLYV) stock.
The initial trade took place in 2021Q4. And since then CarsonAllaria Wealth Management, Ltd. has made 12 purchases of SLYV, at an average price of $83.01, for a total of 109,592.00 shares. In addition, there have been 1 sales at an average price of $74.72 for 2,369.00 shares. Based on historical transaction data and SLYV's current price of $83.24, CarsonAllaria Wealth Management, Ltd.'s estimated gain on his SLYV holdings is $4,701.38, reflecting a 0.05% gain to date.
CarsonAllaria Wealth Management, Ltd. SLYV ($83.24) Holding Chart
CarsonAllaria Wealth Management, Ltd. SLYV ($83.24) 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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