American Financial & Tax Strategies Inc Spdr Portfolio S&P 600 Small C Transaction History
American Financial & Tax Strategies Inc
- $185 Million
- Q2 2024
A detailed history of American Financial & Tax Strategies Inc transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, American Financial & Tax Strategies Inc holds 7,341 shares of SPSM stock, worth $333,207. This represents 0.16% of its overall portfolio holdings.
Number of Shares
7,341
Previous 7,361
0.27%
Holding current value
$333,207
Previous $316,000
3.8%
% of portfolio
0.16%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding SPSM
# of Institutions
844Shares Held
191MCall Options Held
62.3KPut Options Held
1.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22MShares$1 Billion2.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC18MShares$816 Million0.38% of portfolio
-
Betterment LLC New York, NY14.6MShares$665 Million1.58% of portfolio
-
Bank Of America Corp Charlotte, NC6.45MShares$293 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.55MShares$252 Million0.04% of portfolio