Bartlett & Co. Wealth Management LLC Spdr Portfolio S&P 600 Small C Transaction History
Bartlett & Co. Wealth Management LLC
- $6.89 Trillion
- Q4 2024
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 1,542 shares of SPSM stock, worth $70,469. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,542
Previous 1,542
-0.0%
Holding current value
$70,469
Previous $70.2 Million
1.3%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SPSM
# of Institutions
962Shares Held
215MCall Options Held
94.4KPut Options Held
11.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.1MShares$1.01 Billion2.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC21MShares$961 Million0.4% of portfolio
-
Betterment LLC New York, NY16.2MShares$739 Million1.75% of portfolio
-
Bank Of America Corp Charlotte, NC6.51MShares$298 Million0.03% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.54MShares$253 Million0.05% of portfolio