Retirement Group, LLC SLYV Holdings History
Retirement Group, LLC's SPDR S&P 600 Small Cap Value ETF Holding Summary
As of 2024-03-31, Retirement Group, LLC held 116,577.00 shares of SPDR S&P 600 Small Cap Value ETF(SLYV), totaling $9.67 Mil. This investment constitutes 3.47% of their stock portfolio, and Retirement Group, LLC now holds -% of the outstanding SPDR S&P 600 Small Cap Value ETF(SLYV) stock.
The initial trade took place in 2019Q4. And since then Retirement Group, LLC has made 13 purchases of SLYV, at an average price of $68.22, for a total of 188,303.00 shares. In addition, there have been 3 sales at an average price of $74.78 for 71,726.00 shares. Based on historical transaction data and SLYV's current price of $83.23, Retirement Group, LLC's estimated gain on his SLYV holdings is $2.22 Mil, reflecting a 17.28% gain to date.
Retirement Group, LLC SLYV ($83.23) Holding Chart
Retirement Group, LLC SLYV ($83.23) 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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