Ledge Wealth Management, Inc. SLYV Holdings History
Ledge Wealth Management, Inc.'s SPDR S&P 600 Small Cap Value ETF Holding Summary
As of 2023-12-31, Ledge Wealth Management, Inc. held 84,165.00 shares of SPDR S&P 600 Small Cap Value ETF(SLYV), totaling $7.01 Mil. This investment constitutes 2.73% of their stock portfolio, and Ledge Wealth Management, Inc. now holds 0.17% of the outstanding SPDR S&P 600 Small Cap Value ETF(SLYV) stock.
The initial trade took place in 2022Q1. And since then Ledge Wealth Management, Inc. has made 3 purchases of SLYV, at an average price of $81.73, for a total of 90,018.00 shares. In addition, there have been 4 sales at an average price of $74.94 for 5,853.00 shares. Based on historical transaction data and SLYV's current price of $82.06, Ledge Wealth Management, Inc.'s estimated gain on his SLYV holdings is $-12,005.20, reflecting a -0.16% gain to date.
Ledge Wealth Management, Inc. SLYV ($82.06) Holding Chart
Ledge Wealth Management, Inc. 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 % | |||
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