Kestra Investment Management, LLC Spdr Portfolio S&P 600 Small C Transaction History
Kestra Investment Management, LLC
- $2.33 Trillion
- Q3 2024
A detailed history of Kestra Investment Management, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Kestra Investment Management, LLC holds 481,245 shares of SPSM stock, worth $21.8 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
481,245
Previous 202,985
137.08%
Holding current value
$21.8 Million
Previous $8.43 Billion
159.8%
% of portfolio
0.94%
Previous 0.57%
Shares
2 transactions
Others Institutions Holding SPSM
# of Institutions
893Shares Held
198MCall Options Held
39.5KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.2MShares$1.01 Billion2.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$885 Million0.41% of portfolio
-
Betterment LLC New York, NY15.5MShares$702 Million1.69% of portfolio
-
Bank Of America Corp Charlotte, NC6.15MShares$279 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$254 Million0.05% of portfolio