Financial Synergies Wealth Advisors, Inc. Spdr Portfolio S&P 600 Small C Transaction History
Financial Synergies Wealth Advisors, Inc.
- $742 Billion
- Q2 2024
A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 25,680 shares of SPSM stock, worth $1.16 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
25,680
Previous 61,435
58.2%
Holding current value
$1.16 Million
Previous $2.64 Billion
59.67%
% of portfolio
0.14%
Previous 0.35%
Shares
16 transactions
Others Institutions Holding SPSM
# of Institutions
846Shares Held
191MCall Options Held
62.3KPut Options Held
1.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22MShares$991 Million2.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC18MShares$809 Million0.38% of portfolio
-
Betterment LLC New York, NY14.6MShares$659 Million1.58% of portfolio
-
Bank Of America Corp Charlotte, NC6.45MShares$291 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.55MShares$250 Million0.04% of portfolio