Kades & Cheifetz LLC SLYV Holdings History

Number of Shares
69,739.00
Current Holdings Value*
$6.08 Mil
% of Portfolio
3.11%
Total Estimate Gain
$460,987.00
% of Total Estimate Gain
8.60%

Kades & Cheifetz LLC's SPDR S&P 600 Small Cap Value ETF Holding Summary

As of 2024-12-31, Kades & Cheifetz LLC held 69,739.00 shares of SPDR S&P 600 Small Cap Value ETF(SLYV), totaling $6.08 Mil. This investment constitutes 3.11% of their stock portfolio, and Kades & Cheifetz LLC now holds 0.15% of the outstanding SPDR S&P 600 Small Cap Value ETF(SLYV) stock.

The initial trade took place in 2022Q4. And since then Kades & Cheifetz LLC has made 6 purchases of SLYV, at an average price of $75.49, for a total of 71,010.00 shares. In addition, there have been 2 sales at an average price of $77.56 for 1,271.00 shares. Based on historical transaction data and SLYV's current price of $82.06, Kades & Cheifetz LLC's estimated gain on his SLYV holdings is $460,987.00, reflecting a 8.60% gain to date.

Kades & Cheifetz LLC SLYV ($82.06) Holding Chart

Kades & Cheifetz LLC SLYV ($82.06) 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 %

Top Ranked Articles

  • 1