Avantax Planning Partners, Inc. Spdr Portfolio S&P 600 Small C Transaction History
Avantax Planning Partners, Inc.
- $3.1 Billion
- Q2 2024
A detailed history of Avantax Planning Partners, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 6,863 shares of SPSM stock, worth $331,620. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,863Holding current value
$331,620% of portfolio
0.01%Shares
1 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, CA22.2MShares$1.07 Billion2.07% 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, CA5.59MShares$270 Million0.05% of portfolio