Atlas Private Wealth Advisors Spdr Portfolio S&P 600 Small C Transaction History
Atlas Private Wealth Advisors
- $614 Million
- Q2 2024
A detailed history of Atlas Private Wealth Advisors transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Atlas Private Wealth Advisors holds 1,391,303 shares of SPSM stock, worth $63.1 Million. This represents 9.41% of its overall portfolio holdings.
Number of Shares
1,391,303
Previous 673,308
106.64%
Holding current value
$63.1 Million
Previous $29 Million
99.39%
% of portfolio
9.41%
Previous 9.7%
Shares
7 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$998 Million2.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC18MShares$815 Million0.38% of portfolio
-
Betterment LLC New York, NY14.6MShares$664 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$251 Million0.04% of portfolio