Synergy Investment Management, LLC Spdr Portfolio S&P 600 Small C Transaction History
Synergy Investment Management, LLC
- $233 Billion
- Q4 2024
A detailed history of Synergy Investment Management, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Synergy Investment Management, LLC holds 58,938 shares of SPSM stock, worth $2.73 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
58,938Holding current value
$2.73 Million% of portfolio
1.14%Shares
1 transactions
Others Institutions Holding SPSM
# of Institutions
924Shares Held
206MCall Options Held
39.5KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.2MShares$1.03 Billion2.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$903 Million0.41% of portfolio
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Betterment LLC New York, NY15.5MShares$717 Million1.69% of portfolio
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Bank Of America Corp Charlotte, NC6.15MShares$285 Million0.02% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA5.54MShares$257 Million0.05% of portfolio