Keeler & Nadler Financial Planning & Wealth Management Spdr Portfolio S&P 600 Small C Transaction History
Keeler & Nadler Financial Planning & Wealth Management
- $182 Billion
- Q2 2024
A detailed history of Keeler & Nadler Financial Planning & Wealth Management transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Keeler & Nadler Financial Planning & Wealth Management holds 64,773 shares of SPSM stock, worth $2.9 Million. This represents 1.48% of its overall portfolio holdings.
Number of Shares
64,773
Previous 66,641
2.8%
Holding current value
$2.9 Million
Previous $2.87 Billion
6.21%
% of portfolio
1.48%
Previous 1.72%
Shares
3 transactions
Others Institutions Holding SPSM
# of Institutions
845Shares Held
191MCall Options Held
62.3KPut Options Held
1.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22MShares$984 Million2.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC18MShares$803 Million0.38% of portfolio
-
Betterment LLC New York, NY14.6MShares$655 Million1.58% of portfolio
-
Bank Of America Corp Charlotte, NC6.45MShares$289 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.55MShares$248 Million0.04% of portfolio