Silver Oak Wealth Management LLC Spdr Portfolio S&P 600 Small C Transaction History
Silver Oak Wealth Management LLC
- $416 Billion
- Q2 2024
A detailed history of Silver Oak Wealth Management LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 74,867 shares of SPSM stock, worth $3.33 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
74,867
Previous 74,838
0.04%
Holding current value
$3.33 Million
Previous $3.22 Billion
3.47%
% of portfolio
0.75%
Previous 0.8%
Shares
3 transactions
Others Institutions Holding SPSM
# of Institutions
844Shares Held
191MCall Options Held
62.3KPut Options Held
1.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22MShares$979 Million2.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC18MShares$799 Million0.38% of portfolio
-
Betterment LLC New York, NY14.6MShares$651 Million1.58% of portfolio
-
Bank Of America Corp Charlotte, NC6.45MShares$287 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.55MShares$246 Million0.04% of portfolio