Financial Planning & Information Services, Inc. SLYV Holdings History
Financial Planning & Information Services, Inc.'s SPDR S&P 600 Small Cap Value ETF Holding Summary
As of 2024-09-30, Financial Planning & Information Services, Inc. held 582,947.00 shares of SPDR S&P 600 Small Cap Value ETF(SLYV), totaling $50.61 Mil. This investment constitutes 6.97% of their stock portfolio, and Financial Planning & Information Services, Inc. now holds 1.26% of the outstanding SPDR S&P 600 Small Cap Value ETF(SLYV) stock.
The initial trade took place in 2018Q2. And since then Financial Planning & Information Services, Inc. has made 16 purchases of SLYV, at an average price of $62.50, for a total of 892,415.00 shares. In addition, there have been 9 sales at an average price of $75.60 for 309,468.00 shares. Based on historical transaction data and SLYV's current price of $79.76, Financial Planning & Information Services, Inc.'s estimated gain on his SLYV holdings is $14.12 Mil, reflecting a 25.31% gain to date.
Financial Planning & Information Services, Inc. SLYV ($79.76) Holding Chart
Financial Planning & Information Services, Inc. SLYV ($79.76) 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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