Vestia Personal Wealth Advisors Spdr Portfolio S&P 600 Small C Transaction History
Vestia Personal Wealth Advisors
- $106 Billion
- Q3 2024
A detailed history of Vestia Personal Wealth Advisors transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 6,606 shares of SPSM stock, worth $297,600. This represents 0.28% of its overall portfolio holdings.
Number of Shares
6,606
Previous 6,823
3.18%
Holding current value
$297,600
Previous $283 Million
6.1%
% of portfolio
0.28%
Previous 0.3%
Shares
2 transactions
Others Institutions Holding SPSM
# of Institutions
891Shares Held
197MCall Options Held
39.5KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.2MShares$1 Billion2.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$878 Million0.41% of portfolio
-
Betterment LLC New York, NY15.5MShares$697 Million1.69% of portfolio
-
Bank Of America Corp Charlotte, NC6.15MShares$277 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$252 Million0.05% of portfolio