Financial Strategies Group, Inc. SLYV Holdings History
Financial Strategies Group, Inc.'s SPDR S&P 600 Small Cap Value ETF Holding Summary
As of 2025-03-31, Financial Strategies Group, Inc. held 158,182.00 shares of SPDR S&P 600 Small Cap Value ETF(SLYV), totaling $11.14 Mil. This investment constitutes 2.63% of their stock portfolio, and Financial Strategies Group, Inc. now holds 0.33% of the outstanding SPDR S&P 600 Small Cap Value ETF(SLYV) stock.
The initial trade took place in 2019Q4. And since then Financial Strategies Group, Inc. has made 15 purchases of SLYV, at an average price of $67.90, for a total of 184,468.00 shares. In addition, there have been 6 sales at an average price of $76.55 for 26,286.00 shares. Based on historical transaction data and SLYV's current price of $82.75, Financial Strategies Group, Inc.'s estimated gain on his SLYV holdings is $2.58 Mil, reflecting a 20.57% gain to date.
Financial Strategies Group, Inc. SLYV ($82.75) Holding Chart
Financial Strategies Group, Inc. SLYV ($82.75) 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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