Avantax Advisory Services, Inc. Spdr Portfolio S&P 600 Small C Transaction History
Avantax Advisory Services, Inc.
- $14.9 Billion
- Q3 2024
A detailed history of Avantax Advisory Services, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 144,235 shares of SPSM stock, worth $6.56 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
144,235
Previous 143,110
0.79%
Holding current value
$6.56 Million
Previous $5.94 Million
10.45%
% of portfolio
0.04%
Previous 0.04%
Shares
18 transactions
Others Institutions Holding SPSM
# of Institutions
892Shares Held
198MCall Options Held
39.5KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.2MShares$1.01 Billion2.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$887 Million0.41% of portfolio
-
Betterment LLC New York, NY15.5MShares$704 Million1.69% of portfolio
-
Bank Of America Corp Charlotte, NC6.15MShares$280 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$254 Million0.05% of portfolio