Avantax Planning Partners, Inc. Spdr Portfolio S&P 600 Small C Transaction History

Avantax Planning Partners, Inc.

  • $2.78 Billion
  • Q3 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 6,703 shares of SPSM stock, worth $325,832. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,703
Previous 6,863 2.33%
Holding current value
$325,832
Previous $285,000 7.02%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$41.02 - $46.01 $6,563 - $7,361
-160 Reduced 2.33%
6,703 $305,000
Q2 2024

Aug 09, 2024
BUY
$39.75 - $43.15 $272,804 - $296,138
6,863 New
6,863 $285,000

Others Institutions Holding SPSM

# of Institutions
889
Shares Held
197M
Call Options Held
39.5K
Put Options Held
5.8K
View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

SPSM Quotes by TradingView
  • Ticker SPSM
  • Sector ETFs
  • Industry ETFs
More about SPSM
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