United Advisor Group, LLC Spdr Portfolio S&P 600 Small C Transaction History
United Advisor Group, LLC
- $422 Million
- Q3 2024
A detailed history of United Advisor Group, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, United Advisor Group, LLC holds 5,337 shares of SPSM stock, worth $257,883. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,337
Previous 5,498
2.93%
Holding current value
$257,883
Previous $228,000
6.14%
% of portfolio
0.06%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding SPSM
# of Institutions
869Shares Held
194MCall Options Held
62.3KPut Options Held
1.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.2MShares$1.07 Billion2.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$942 Million0.41% of portfolio
-
Betterment LLC New York, NY14.6MShares$708 Million1.58% of portfolio
-
Bank Of America Corp Charlotte, NC6.45MShares$312 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$270 Million0.05% of portfolio