Dean, Jacobson Financial Services, LLC SLYV Holdings History
Dean, Jacobson Financial Services, LLC's SPDR S&P 600 Small Cap Value ETF Holding Summary
As of 2025-03-31, Dean, Jacobson Financial Services, LLC held - shares of SPDR S&P 600 Small Cap Value ETF(SLYV), totaling N/A. This investment constitutes 0% of their stock portfolio, and Dean, Jacobson Financial Services, LLC now holds 0% of the outstanding SPDR S&P 600 Small Cap Value ETF(SLYV) stock.
The initial trade took place in 2021Q4. And since then Dean, Jacobson Financial Services, LLC has made 5 purchases of SLYV, at an average price of $81.19, for a total of 594,810.00 shares. In addition, there have been 3 sales at an average price of $83.77 for 594,810.00 shares. Based on historical transaction data and SLYV's current price of $83.23, Dean, Jacobson Financial Services, LLC's estimated gain on his SLYV holdings is $1.53 Mil, reflecting a 3.18% gain to date.
Dean, Jacobson Financial Services, LLC SLYV ($83.23) Holding Chart
Dean, Jacobson Financial Services, LLC SLYV ($83.23) 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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