Shum Financial Group, Inc. Spdr Portfolio S&P 600 Small C Transaction History
Shum Financial Group, Inc.
- $116 Billion
- Q4 2024
A detailed history of Shum Financial Group, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Shum Financial Group, Inc. holds 98,809 shares of SPSM stock, worth $4.16 Million. This represents 3.83% of its overall portfolio holdings.
Number of Shares
98,809
Previous 97,892
0.94%
Holding current value
$4.16 Million
Previous $4.74 Billion
6.32%
% of portfolio
3.83%
Previous 3.95%
Shares
2 transactions
Others Institutions Holding SPSM
# of Institutions
976Shares Held
216MCall Options Held
94.2KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.1MShares$931 Million2.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC21MShares$885 Million0.4% of portfolio
-
Betterment LLC New York, NY16.2MShares$680 Million1.75% of portfolio
-
Bank Of America Corp Charlotte, NC6.51MShares$274 Million0.03% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.54MShares$233 Million0.05% of portfolio