Worth Financial Advisory Group, LLC Spdr Portfolio S&P 600 Small C Transaction History
Worth Financial Advisory Group, LLC
- $152 Billion
- Q2 2024
A detailed history of Worth Financial Advisory Group, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 21,143 shares of SPSM stock, worth $925,006. This represents 0.58% of its overall portfolio holdings.
Number of Shares
21,143
Previous 18,768
12.65%
Holding current value
$925,006
Previous $808 Million
8.7%
% of portfolio
0.58%
Previous 0.56%
Shares
7 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$963 Million2.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC18MShares$786 Million0.38% of portfolio
-
Betterment LLC New York, NY14.6MShares$641 Million1.58% of portfolio
-
Bank Of America Corp Charlotte, NC6.45MShares$282 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.55MShares$243 Million0.04% of portfolio