Annex Advisory Services, LLC Spdr Portfolio S&P 600 Small C Transaction History
Annex Advisory Services, LLC
- $2.76 Billion
- Q3 2024
A detailed history of Annex Advisory Services, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Annex Advisory Services, LLC holds 168,591 shares of SPSM stock, worth $8.15 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
168,591
Previous 172,790
2.43%
Holding current value
$8.15 Million
Previous $7.18 Million
6.93%
% of portfolio
0.28%
Previous 0.26%
Shares
28 transactions
Others Institutions Holding SPSM
# of Institutions
869Shares Held
194MCall Options Held
62.3KPut Options Held
1.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22MShares$1.06 Billion2.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$942 Million0.41% of portfolio
-
Betterment LLC New York, NY14.6MShares$708 Million1.58% of portfolio
-
Bank Of America Corp Charlotte, NC6.45MShares$312 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.55MShares$268 Million0.04% of portfolio