Optimist Retirement Group LLC Spdr Portfolio S&P 600 Small C Transaction History
Optimist Retirement Group LLC
- $190 Billion
- Q2 2024
A detailed history of Optimist Retirement Group LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Optimist Retirement Group LLC holds 6,133 shares of SPSM stock, worth $297,389. This represents 0.13% of its overall portfolio holdings.
Number of Shares
6,133
Previous 6,128
0.08%
Holding current value
$297,389
Previous $264 Million
3.42%
% of portfolio
0.13%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding SPSM
# of Institutions
865Shares Held
192MCall Options Held
62.3KPut Options Held
1.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22MShares$1.07 Billion2.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC18MShares$871 Million0.38% of portfolio
-
Betterment LLC New York, NY14.6MShares$710 Million1.58% of portfolio
-
Bank Of America Corp Charlotte, NC6.45MShares$313 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.55MShares$269 Million0.04% of portfolio