Investment Planning Advisors, Inc. Spdr Portfolio S&P 600 Small C Transaction History
Investment Planning Advisors, Inc.
- $185 Million
- Q3 2024
A detailed history of Investment Planning Advisors, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 135,887 shares of SPSM stock, worth $6.61 Million. This represents 3.34% of its overall portfolio holdings.
Number of Shares
135,887
Previous 135,887
-0.0%
Holding current value
$6.61 Million
Previous $5.64 Billion
99.89%
% of portfolio
3.34%
Previous 2.88%
Shares
1 transactions
Others Institutions Holding SPSM
# of Institutions
889Shares Held
197MCall Options Held
39.5KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.2MShares$1.08 Billion2.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$947 Million0.41% of portfolio
-
Betterment LLC New York, NY15.5MShares$752 Million1.69% of portfolio
-
Bank Of America Corp Charlotte, NC6.15MShares$299 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$272 Million0.05% of portfolio