ERTS Wealth Advisors, LLC SLYV Holdings History
ERTS Wealth Advisors, LLC's SPDR S&P 600 Small Cap Value ETF Holding Summary
As of 2025-03-31, ERTS Wealth Advisors, LLC held 256,415.00 shares of SPDR S&P 600 Small Cap Value ETF(SLYV), totaling $20.10 Mil. This investment constitutes 3.91% of their stock portfolio, and ERTS Wealth Advisors, LLC now holds 0.54% of the outstanding SPDR S&P 600 Small Cap Value ETF(SLYV) stock.
The initial trade took place in 2020Q1. And since then ERTS Wealth Advisors, LLC has made 15 purchases of SLYV, at an average price of $73.98, for a total of 990,669.00 shares. In addition, there have been 6 sales at an average price of $83.16 for 734,254.00 shares. Based on historical transaction data and SLYV's current price of $83.46, ERTS Wealth Advisors, LLC's estimated gain on his SLYV holdings is $9.18 Mil, reflecting a 12.52% gain to date.
ERTS Wealth Advisors, LLC SLYV ($83.46) Holding Chart
ERTS Wealth Advisors, 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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